BOLD — Business Owner Life-stage Design

Marketing and educational resources

Working with business owners to identify and plan for their business needs

BOLD (Business Owner Life-stage Design) is a ready-to-use system for financial professionals that provides:

  • Marketing materials and recommendations to hep you get in front of business owner clients
  • Analysis tools to help a business owner identify and prioritize their financial concerns
  • Methods to identify strategies that help solve the business owner's financial concerns
  • Confidence and empowerment to communicate advanced marketing strategies with your business owner clients

Learn more about BOLD

Contact the Securian Financial advanced sales team at 1-888-413-7860 option 3.

Meet the team

For financial advisors

BOLD materials

Assessing business needs

Business owner retirement

Rewarding and retaining top talent

Executive bonus
Split-dollar
Non-qualified deferred compensation

Protecting business operations

Planning for business succession

Buy-sell arrangements

For your business owner clients

BOLD overview

Planning for their retirement

Rewarding and retaining top talent

Executive bonus
Split-dollar
Non-qualified deferred compensation

Protecting their business operations

Planning for business succession

Buy-sell arrangements

 

For your client's employees

Rewarding and retaining top talent

Executive bonus
Split-dollar
Non-qualified deferred compensation

This information may contain a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.

Life insurance products contain fees, such as mortality and expense charges, (which may increase over time) and may contain restrictions, such as surrender periods. Please keep in mind that the primary reason for purchasing life insurance is the death benefit.

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it would be accessible to the general public.

DOFU 8-2019
933155