Robert Balgac
Founder & CEO, Black Swan Insurance Group | Helping high-income business owners without 401(k)s build tax-free retirement income & generational wealth | 20,000+ families protected | 800+ 5-star reviews
- Role
- Chief Executive Officer at Black Swan Insurance Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Robert Balgac
Most high-income business owners don’t have a 401(k).And the IRS quietly punishes them for it.As income grows, so do taxes and complexity. I hear the same frustrations again and again: “My business is doing well, but I feel financially exposed.” “I don’t have a real retirement plan.” “I’m paying more in taxes than I should.” “I want clarity, control, and a strategy that makes sense.”It’s not your fault — traditional retirement systems were built for employees, not entrepreneurs.I help business owners fix that.What I DoI help successful business owners without 401(k)s build tax-free retirement income and generational wealth using properly engineered, 7702-compliant Indexed Universal Life (IUL) strategies. No Wall Street dependency No unnecessary risk Just a structured, antifragile plan for liquidity and tax efficiencyWhy Entrepreneurs Work With Me Tax-free income in retirement Liquidity without penalties Protection from market volatility (0% floor) Predictable, engineered growth A legacy system that lasts generationsMy team at Black Swan Insurance Group has helped families, supported by 800+ 5-star reviews.Ready to Build Your Tax-Free Wealth Blueprint?Book your private Strategy Session: https://tax-free-wealth-blueprint.comIt’s not what you earn — it’s what you keep.
Experience
Chief Executive Officer
Jan 2017 — Present · Springboro, OH, US
Education
Mount Saint Mary's College
MBA
Mount Saint Mary's College
BS
Skills
- P&L Management
- Cost Management
- Business Analysis
- Strategy
- E-Commerce
- Cross-Functional Team Leadership
- Competitive Analysis
- P&L
- Contract Negotiation
- Product Management
- Sales Operations
- Statistical Modeling
- Pricing Strategy
- Full P&L Responsibility
- Financial Modeling
- Income Statement
- Financial Analysis
- Process Improvement
- Executive Management
- Operations Management
- Forecasting
- Supply Chain Management
- Data Analysis
- Retail
- Analytics
- Business Strategy
- Sales
- Corporate Fp&a
- Inventory Management
- Vendor Management
- Leadership
- Budgets
- Negotiation
- Finance
- Strategic Planning
- Business Process Improvement
- Talent Management
- Analysis
- Supply Chain
- Leadership Development
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