Stryde Retirement Program (SRP) Overview



The Stryde Retirement Program is designed to create individualized and proprietary retirement programs for businesses.  SRP is a front loaded retirement program.  Although there are many nuances to the methodologies behind the working parts of this structure, SRP is simply a tool through which a business owner may have the ability to dramatically advance their wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner. 

 

 

Service Overview

The SRP methodology when applied gives business owners the opportunity to take a tax deduction relative to their participation, grow their wealth tax deferred and take distributions out of the retirement planning medium tax free.  Additionally, it jump starts their retirement by advancing massive amounts of capital in their program for them, with the goal of realizing superior gains as a result of having more money working for them.  This lends itself to having the ability to generate a much larger nest egg that may then be distributed on a tax free basis.

There exist two additional iterations of this platform to accomplish additional goals:

  • Wealth Transfer:  Transfer massive amounts of wealth to heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results
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  • Estate Plan:  Engage in estate planning utilizing the benefits of a business to accomplish the most cost effective ILIT in existence
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  • Qualified Plan Rescue:  By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan.

  • Business Exit Planning:  With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer at sale
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  • Key-man & Buy/Sell:  With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously.

Sales Process

  • Run Presentation Pro to survey the Client
  • Book a Discovery Call
  • Collect the signed agreement and paperwork required form
  • Submit documents via Client Card