Don Curristan, an executive benefits expert with 27+ years of experience, reveals how business owners and CEOs use deferred compensation, SERPs, and phantom stock to retain key employees.
Learn:
- The surprising tax advantages of deferred comp plansHow performance-based incentives work without equity
-Common mistakes companies make with executive benefits
- Why proper plan design makes all the difference
- Perfect for business owners, HR professionals, and financial advisors looking for advanced compensation strategies.
If you liked this content, let's connect on social media:
Instagram: / mysbapro
Twitter: / mysbapro
LinkedIn: / ryanpatryck
Key Chapters:
0:00 - Introduction
0:50 - Career Background
2:15 - Who Needs These Plans?
4:45 - Deferred Compensation Explained
6:30 - Tax Benefits
8:10 - SERPs Overview
10:25 - Phantom Stock Case Study
12:40 - Implementation Process
14:55 - Common Mistakes
16:20 - DIY vs Professional Help
18:00 - Closing Thoughts
More Subject Matter Experts Playlist
https://youtube.com/playlist?list=PL1...
More ThinkSBA Resources
https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com - My SBA Loan Pro Podcast
http://youtube.com/@thinksba - YouTube Channel
https://youtube.com/playlist?list=PL1...
More ThinkSBA Resources
https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com - My SBA Loan Pro Podcast
http://youtube.com/@thinksba - YouTube Channel