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.

If you liked this content, let's connect on social media:
Instagram:   / mysbapro  
Twitter:   / mysbapro  
LinkedIn:   / ryanpatryck  


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

More Subject Matter Experts Playlist

https://youtube.com/playlist?list=PL1...

⁠More ThinkSBA Resources

⁠https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast
http://youtube.com/@thinksba - YouTube Channel

What is My SBA Loan Pro Podcast?

Applying for an SBA loan can be stressful , grueling and confusing — does this sound familiar? Don’t worry, SBA Pro and Host of the My SBA Loan Pro podcast Ryan Smith, reveals valuable insights and best practices regarding the SBA loan program and application process. Don’t take another step on your SBA journey until your equipped to make sound and informed decisions at every turn. Start listening today!