Case Study: Compensation Solutions for Physician Groups

Momentum examines the compensation landscape for physician groups, identifying trends, opportunities, and which solutions are necessary to address the challenges facing today's physicians.

In brief:

  • Dislocation of health-care industry, with small physician groups being acquired into large independents
  • Job satisfaction and compensation top areas discontent for physicians
  • Effective provision of systematic and attractive compensation solutions for physician groups will gain effective edge in winning and retaining top talent
  • Momentum is proud to provide a comprehensive Rewards and Retention program for physicians which includes long term incentives plan, benefits, carry, bonus, and risk management


          View the report here >

Premium Finance: The Basics

Momentum CEO Joshua Coleman outlines the basics of Premium Financed Indexed Universal Life Insurance (PFIUL).

Topics covered include:

  • What is PFIUL
  • How it works
  • Who benefits most from this product
  • What are the ultimate benefits of employing a PFIUL solution

PFIUL is a strategy that combines hedged exposure to the S&P within an insurance policy, with leverage to drive significant tax-free IRR and multi-generational wealth transfer


          Learn more >


Building Wealth: Using Premium Financed Indexed Universal Life Insurance (PFIUL)

Life insurance, and specifically PFIUL can be a powerful tool you can use in your portfolio to create wealth.

Find out how Premium Finance works, and how a PFIUL driven strategy may work for you.


          View and download the white paper >


 Successful Transition and Key Employee Retention: Using Employee Stock Option Plans

Dan Zugell, Senior Vice President of Business Transition Advisors, gives a brief outline of Employee Stock Ownership Plans.

Topics covered include:

  • What is an Esop?
  • How does it work?
  • How do businesses and employees benefit from Esops?


Learn more about ESOPs >

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