The Executive Benefits Playbook with Don Curristan | Ep. 17 | My SBA Loan Pro Podcast cover art

The Executive Benefits Playbook with Don Curristan | Ep. 17 | My SBA Loan Pro Podcast

The Executive Benefits Playbook with Don Curristan | Ep. 17 | My SBA Loan Pro Podcast

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 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 - Introduction0:50 - Career Background2:15 - Who Needs These Plans?4:45 - Deferred Compensation Explained6:30 - Tax Benefits8:10 - SERPs Overview10:25 - Phantom Stock Case Study12:40 - Implementation Process14:55 - Common Mistakes16:20 - DIY vs Professional Help18:00 - Closing ThoughtsMore Subject Matter Experts Playlist • Subject Matter Experts Face to Face Interv... ⁠More ThinkSBA Resources⁠https://calendly.com/thinksba - Schedule Callhttps://g.page/thinksba - Google Business Page & Reviewshttps://thinksba.com/faq - Frequently Asked Questionshttps://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast / @thinksba YouTube Channel

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