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      Controlled Bonus Plan

      Using Life Insurance to Fund Executive Benefits by Establishing a CBP.

      The chart below helps illustrate the advantages of establishing a Controlled Bonus Plan as an executive benefit strategy tool to provide an effective off-balance sheet option:

      Performance Comparison: Controlled Bonus Plan vs. Taxable Securities*

      Controlled Bonus Plan vs. Taxable Securities 7.24 
      *Hypothetical example. For illustrative purposes only. Actual results will vary. 
      Note: Based on a male, age 45, preferred non-tobacco underwriting, 7 annual contributions of $250K, 
      40.8% tax rate used for taxable securities and based on a year 20 performance. Taxable securities assumes 100% annual portfolio turnover.

       

      Let Mezrah Consulting provide guidance on the advantages of implementing CBP’s as a benefit to retain and reward executives.

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