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