Penn Mutual's Possibilities Podcast

Get Insights on Non-Qualified Plan Design

January 27, 2020 Penn Mutual
Penn Mutual's Possibilities Podcast
Get Insights on Non-Qualified Plan Design
Chapters
Penn Mutual's Possibilities Podcast
Get Insights on Non-Qualified Plan Design
Jan 27, 2020
Penn Mutual

Cliff Dixon, Consultant with the Pangburn Group, shares insights on Non-Qualified Plan design and why this can be a key strategy to help business owners reward and retain key employees.

Cliff Dixon, MBA, is a Business Development and Plan Design Consultant with the Pangburn Group. In his 16 years with the company Cliff has designed and implemented non qualified benefit plans for a wide range of employers, provided benefit analysis enhancements and built strong client and carrier relationships.

Individuals and entities considering financial decisions are cautioned to seek tax, investment, insurance, accounting and legal advice from appropriately licensed and certified service providers.

Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers.  This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional.”

For more information please see:
http://www.buzzsprout.com/407080/2589568-get-insights-on-non-qualified-plan-design

For Financial Professional Use Only
2880655CC_Jan22

Show Notes

Cliff Dixon, Consultant with the Pangburn Group, shares insights on Non-Qualified Plan design and why this can be a key strategy to help business owners reward and retain key employees.

Cliff Dixon, MBA, is a Business Development and Plan Design Consultant with the Pangburn Group. In his 16 years with the company Cliff has designed and implemented non qualified benefit plans for a wide range of employers, provided benefit analysis enhancements and built strong client and carrier relationships.

Individuals and entities considering financial decisions are cautioned to seek tax, investment, insurance, accounting and legal advice from appropriately licensed and certified service providers.

Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers.  This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional.”

For more information please see:
http://www.buzzsprout.com/407080/2589568-get-insights-on-non-qualified-plan-design

For Financial Professional Use Only
2880655CC_Jan22