DEFINED BENEFIT PLANS

Shelter $100,000–$300,000+ in Income This Year — Legally, Every Year

Envero Life connects profitable, closely held businesses and their owners with defined benefit plan providers. Tell us which path fits you.

Trusted by CPAs, attorneys, and business owners nationwide

For CPA Firms & Advisors

Bring your high-earning clients a plan they can't get from a 401(k)

Partner with Envero Life to connect your best clients with defined benefit plan design and funding — strengthen the relationship and open a referral revenue stream.

See the Partner Program →

For Business Owners & Partners

You're paying too much in taxes and saving too little for retirement

If you're 45+, own or lead a profitable business (law firm, medical practice, closely held company), a defined benefit plan may let you defer far more than a 401(k) allows.

See My Estimated Tax Savings →

Who We Work With

CPA Firms Attorneys Medical Practices Dental Practices Manufacturers Professional Services

HOW WE WORK

A referral & marketing partner, not a plan administrator

Envero Life identifies and qualifies CPA firms and business owners who are strong fits for a defined benefit plan, then connects them with our plan design and administration partners for the actual plan build, funding, and ongoing compliance. You work with one point of contact at Envero Life throughout.