The need to prevent estate shrinkage due to taxes
LIFE INSURANCE TRUST
The need to defer income for retirement
A DEFERRED COMPENSATION PLAN
The need to attract and retain valuable employees
SPLIT DOLLAR COVERAGE
The need to provide selective benefits to selected employees
AN EXECUTIVE BONUS PLAN
The death of one of your company’s most valuable employees
KEY PERSON LIFE INSURANCE
Continuing a business following an owner’s death
BUSINESS CONTINUATION PLAN – ENTITY ARRANGEMENT
BUSINESS CONTINUATION PLAN – CROSS PURCHASE ARRANGEMENT
BUSINESS CONTINUATION PLAN – EMPLOYEE ONE-WAY PURCHASE
Getting the most from your pension distribution
PENSION MAXIMIZATION
Wealthy clients can arrange for loans to pay premiums on their large insurance purchases
PREMIUM FINANCING