top of page

Attract & Retain Top Talent 

Working Together

Let's face it, finding really good talent is difficult these days.  It's expensive and time consuming.  That's why getting this part right is critical to not just getting by, but being exceptional

In small businesses, your employees make the difference between just getting by and being exceptional.  That's because each employee's role & contribution is felt by every customer.  

Tax Mitigation

Taxes.jpg
amy-shamblen-xwM61TPMlYk-unsplash_edited

The tax benefits of whole life insurance for business owners include tax-free retirement income, tax-free policy loans, and tax-free use of the growth of cash value. Plus, policies earn interest and dividends tax free. The death benefit of a policy also has tax advantages

Team meeting
amy-shamblen-xwM61TPMlYk-unsplash_edited

A “buy-sell agreement” provides for an ideal business exit strategy. The owners each take a policy out on each other. When one owner passes away, the surviving owner will use the death benefit to buy the deceased business owner's position from their estate.

Retirement Plan

Vault
amy-shamblen-xwM61TPMlYk-unsplash_edited

Whole life policies accumulate cash value which can be used by the owner for any reason at any time.  When needs arise like payroll or expansion / growth, the cash can be taken from the policy in the form of a loan.  Instead of paying interest to a bank, the owner pays himself.

Cash for Emergencies

The ability to hire the best talent is a result of your culture and compensation

Reflection on Culture

Does my organization:

  • provide a place for people to grow?
    empower employees to create?
    reward employees for production?
    recognize
    incentivize them to create?
    promote their sense of contribution is helping the business win?

Reflection on Compensation

Does my organization:

  • provide a package that will attract the best?

  • think creatively on how to differentiate from the competition's compensation?

  • realize that people don't just want $$$ to produce their best?

Imagine having a workforce that​

  • works autonomously

  • treats the business as if it were their own. 

  • cares for your customers the way you do

  • produces at the highest level

That's the NATAN Life and we'll show you how to have it​​

Employee Working Late
amy-shamblen-xwM61TPMlYk-unsplash_edited

Instead of a paying an "employee match" into a 401K plan, an insurance policy may be opened on the employee.  The owner receives a tax benefit and has the right to use the cash value of the policy.

Employee Retention

Team meeting
amy-shamblen-xwM61TPMlYk-unsplash_edited

A “buy-sell agreement” provides for an ideal business exit strategy. The owners each take a policy out on each other. When one owner passes away, the surviving owner will use the death benefit to buy the deceased business owner's position from their estate.

Succession Plan

Key Man Coverage

Construction Site Managers
amy-shamblen-xwM61TPMlYk-unsplash_edited

This policy allows businesses to protect against the lost revenue resulting from the loss of key employees.  The policy’s death benefit provides business owners with capital that can be used to off-set the cost of filling voids created by the departure of key employees.

bottom of page