Growth & Income



Our Business Owner Solutions provide tailored financial strategies to help entrepreneurs grow, protect and transfer wealth. We offer comprehensive solutions including the 4 strategies below to support long-term business growth, retirement income and financial stability.



FEATURED solutions



1.



income now



Private notes generate passive income by acting as a private lender, earning steady interest payments from borrowers/real estate investors. This income stream can be high-yield often reinvested or used for retirement. These notes can be held in Self Directed IRAs for tax advantages, offering consistent cash flow without property management hassels.



2.



income later



Personal Pension Plans with a long-term care (LTC) rider allow you to accelerate your death benefit to pay for care costs. This "hybrid" structure ensures that if you never need LTC, your beneficiaries still receive a life insurance payout.



3.



income forever



Contracting with an life insurance company allows you to trade in a portion of your retirement savings for monthly checks you will receive for the rest of your life. Earnings are not taxed until you withdraw them and provide predictive growth that is not affected by market performance, even in market downturns.


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4.


income for future generations


Estate planning helps individuals protect and efficiently transfer their wealth by utilizing strategies such as wills, trusts and beneficiary designations. These services ensure assets are distributed according to your wishes while minimizing taxes and legal complications to your heirs.


Tax preparation and tax filing are a separate fee from our estate and financial planning services. Cpic dba Better Call Carl is not a legal firm and does not provide legal advice to Clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Better Call Carl and Cpic.

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More Solutions





Healthcare



Healthcare plans are changing. One affordable option are health indemnity plans that provide a set cash payout for specific medical services regardless of the total cost of care.


* NO NETWORKS

* CHOOSE your premium amount



medicare



Medicare offers two primary ways to receive coverage: Original Medicare (Part A&B) and Medicare Advantage (Part C with Part D-drug plan).


* OVER 65 years of age

* CHOOSE network or no network



investments



Boost your investment potential. Discover the tax advantages of a self-directed IRA (SDIRA) or Roth.



* INVEST in almost anything that's investible.

* CHOOSE Traditional or Roth



financial planning



Custom-tailored Financial Plan including recommendations designed to provide a holistic and fiduciary-standard roadmap for you and your family.


* CHOOSE a CFP (R) professional

* BETTER CALL CARL