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

My SBA Loan Pro Podcast - A podcast by Ryan Smith

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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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