Conservative Retirement Solutions, LLC
  • 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
      • Lifetime Tax Strategy
      • Business Succession
      • IUL Reset
      • IUL Hedging
      • IUL Crediting
      • Salary Continuation
      • Financial vCourse
      • Living Benefits
      • Planned Giving
      • Whole Life Cash Reserve
      • Business Tax Strategy
      • IUL Decision Assurance
      • CRT/ART
    • 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
      • FIA Decision Assurance
      • Cash Balance Plan
      • 401k Plan Rollover
      • Stretch IRA
      • Retirement vCourse
      • Roth Annuity
      • FIA Crediting
      • FIA Reset
      • FIA Hedging
    • 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"
  • About
  • Blog

Corporate Executives

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

Executive Bonus

Saving more money for your own retirement with tax-deductible corporate earnings without including your employees because you can't afford to include everyone on your payroll. So what's the solution? Section 162 and Section 7702 of the tax code. Watch this video to learn more about how these parts of the tax code can be used to your advantage. 
​
Request a Free Consultation

Private Equity Banking

Whenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.
​
Request a Free Consultation

IUL Cash Reserve

Those of us who have accumulated substantial wealth will often protect our capital assets from tax liabilities, market devaluations and liquidity demands by fundiung a cash reserve asset that is guaranteed to grow without taxation or investment risk. Watch this video to learn more about a cash-reserve asset that allows us to access our money tax-free whenever we need cash.
 
Request a Free Consultation

Rollover Annuity

The money we keep in a 401k, 403b, or IRA is typically charged fees of 1-2% for administrative services and management expenses in any given year. It may not seem like much but those deductions can be very costly because every 1% we payout in fees each year will leave us with 20-30% less money at retirement potentially costing us hundreds or thousands of dollars a month during retirement. Watch this video to learn how an IRA rollover can be your solution.
​ 
Request a Free Consultation

Navigation

Homepage
Insurance Products
Contact Us
Agent Login

Contact Us

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

Location

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
      • Lifetime Tax Strategy
      • Business Succession
      • IUL Reset
      • IUL Hedging
      • IUL Crediting
      • Salary Continuation
      • Financial vCourse
      • Living Benefits
      • Planned Giving
      • Whole Life Cash Reserve
      • Business Tax Strategy
      • IUL Decision Assurance
      • CRT/ART
    • 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
      • FIA Decision Assurance
      • Cash Balance Plan
      • 401k Plan Rollover
      • Stretch IRA
      • Retirement vCourse
      • Roth Annuity
      • FIA Crediting
      • FIA Reset
      • FIA Hedging
    • 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"
  • About
  • Blog