Do you think small businesses would take notice if you told them a common tool can be used in a new way to both reduces current taxes and keep their children from moving to a different city? (Photo: Shutterstock)

You can’t take on all this by yourself. You need a team; a different kind of team. This team is already in place, you just don’t know it. Yet.

You’re surrounded by multiple teams, and the more teams you have, the stronger your business will be and the faster it will grow. Who are these teams that are right under your nose? They’re the families of your existing clients. We’re not talking “family office” families with multi-million dollar trust funds for each child, we’re talking mom-and-pop business owners. America has tons of them. Everyone usually thumbs their nose at them because they don’t have enough assets to attract attention.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events.
  • Access to other award-winning ALM websites including and

Already have an account?


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.