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 |
Maximizing your pension contributions by
using a fully insured
plan
412 (i) PLANS |
Wealthy clients can arrange for loans to
pay premiums on their
large insurance purchases
PREMIUM FINANCING |
