Louis , J.D. Richey

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Advisor's Guide to Section 409a: A Revolution in Deferred Compensation Marketing

by Louis , J.D. Richey & Richard , J.D., CLU, ChFC Baier

Covers all aspects of designing, funding, selling and administering nonqualified deferred compensation in light of the rules enacted under the American Jobs Creation Act of 2004 and IRS guidance and provides...


The Nonqualified Deferred Compensation Advisor

by Louis , J.D. Richey & Richard , J.D., CLU, ChFC Baier

Learn how the rules of Section 409A can help you better serve your existing clients, find new clients, and beat out the competition.  These new rules drive the design, funding and administration of nonqualified...