BREW: Different Deferred Compensation Strategies for Different Types of Employees – A Case Study and Discussion

Dave returns to the BREW to review compensation strategies that your business owner clients face. We’ll review common issues and the solutions.

Dave Soczek works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as: recruiting, rewarding and retaining key employees; correcting deficiencies in current benefit plans; Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance COLI programs and reviews; asset repositioning; assisting the business owner get the most out of their business and its ultimate transfer.

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