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