Clay Ogden could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web. com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives.
During the show, we discuss:
● What an 831(b) Plan is
● 831(b) compared to 401(k) and other retirement accounts
● The tax benefits and savings an 831 (b) provides
● How an 831(b) Plan works
● The returns you can get investing into an 831(b)
● How much to put into an 831(b)
● Why Your Business Should Consider 831(b) and Mitigate Risk
● How 831(b) plans help businesses during COVID
● The Importance of 831(B) Captives
● Entities that are good candidates for an 831(b) plan
● Risks businesses have that an 831(b) Plan can help with
● Threats to business cash flow (brand, cyber security, other risks)
● What can be insured
● The risk mitigation strategy of every Fortune 500 Company
● The Liability Crisis and how is it repeating itself now
Show resources: