Conservative Retirement Solutions, LLC
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Small Business Owners

Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today. 

(713) 206-3885
1800 St. James Place, Suite 325
Houston, TX 77056
Click Here to Email Us

Buy/Sell Funding

In any business with at least 2 owners under the age of 50, there's almost a 70% probability that one of them will die or become disabled before they retire. If one of your business partners dies or becomes disabled they are still entitled to the same share of your companies. Where will you get the money to buy them out. Watch this video to learn more about how to avoid a potentially catastrophic situation for your business.
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Request a Free Consultation

Key Person

More than 2 million employees between the ages of 25 and 55 die every year and more than 2 million others are permanently disabled. What if your business loses one of the key people most responsible for it's competitive advantage? The effects on the business can be costly and disruptive. Watch this video to learn how Key Person insurance can protect your business from losing one its most important assets.

Request a Free Consultation

412(e)3 Pension Plan

According to the Gallup Small Business Index, 6 out of 10 small business owners intend to delay retirement because they haven't been able to save enough money or because stock market or real estate losses will significantly depreciated the value of investments they were depending on for retirement. Watch this video to learn how a 412e3 Pension can help.

Request a Free Consultation

Business Equity Transfer

When it comes time for us to retire and we sell our business or practice, every dollar we get over our capital investment will be taxable. And whatever income we generate from the net proceeds will also be taxable. But if your business or practice is incorporated there's an opportunity to transfer the equity of your business into your own personal retirement account without taxation on the transfer, growth of your money, or the income when you retire. Watch this video to learn more.
 
Request a Free Consultation

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Conservative Retirement Solutions, LLC​
1800 St. James Place
Suite 325
Houston, TX 77056
toll-free:  (844) 370-SAFE (7233)

local:        (713) 206-3885
Click Here to Email Us

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Website by InsuranceSplash
  • Home
  • Learn
    • Gen X
    • Baby Boomers
    • Small Business Owners
    • Corporate Executives
    • Private Practice Individuals
  • Products
    • Life >
      • Family Term Coverage
      • Mortgage Protection
      • Final Expense
      • College Funding
      • Home Equity Transfer
      • Universal Life
      • Living Benefits UL
      • IUL Retirement Plan
      • Private Equity Banking
      • PAR Whole Life
      • Tax-Free Retirement Plan
      • Pension Maximization
      • Key Person
      • Taxes Risks & Fees
      • Executive Bonus
      • 412e3 Pension
    • Annuities >
      • Retirement Questions
      • Split Annuity
      • Indexed Annuity
      • Withdrawal Guarantee
      • CD to Annuity
      • Safe Money Contracts
      • Longevity Annuity
      • Annuity Laddering
      • LTC Annuity
      • IRA Rollover
      • Guarantee Your TSP
      • Lifetime Income Guarantee
      • Annuity Exchange
      • Annuity Primer
      • Annuity Buckets
    • Estate Planning >
      • IUL Cash Reserve
      • Your Estate Plan
      • Living Trust
      • Special Needs Trust
      • LTC Life
      • One Pay LIfe
      • IRA Conversion
      • Reverse Mortgage
      • Life Settlement
      • Buy/Sell Funding
      • Estate Tax Trust
      • Safe Money Retirement Tax Strategy
      • Insurance Financing
      • Social Security
      • Business Equity Transfer
  • Create A "Private Pension"
  • Radio Show
  • About
  • Blog