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.


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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   

• Subject Matter Experts Face to Face Interv...  ⁠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   / @thinksba  

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My SBA Loan Pro PodcastBy Ryan Smith

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