Business Strategies

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Executive Benefits

    • The Reverse Discrimination of Qualified Retirement Plans
    • Executive Bonus Plan In Action
    • Insured Death Benefit Only Plan In Action
    • Business Split-Dollar Life Insurance Plan In Action
    • Split-Dollar Life Insurance Plan Premium Variations
    • Group Carve-Out Plan In Action
    • Insured Disability Salary Continuation Plan In Action
    • Deferred Compensation Plan In Action
    • Selective Executive Retirement Plan In Action

Small Business Ownership

    • Corporate Federal Income Taxation
    • Odds of Dying
    • Odds of Becoming Disabled
    • Business Continuation Planning
    • Business Protection Planning
    • Executive Benefit Planning
    • Employee Benefit Pyramid
    • Menu of Services

Business Continuation

    • Assisting a Key Employee to Fund an Insured Buy-Sell Plan
    • Insured Buy-Sell Plans Comparison for Partnerships
    • Insured Buy-Sell Plans Comparison for Corporations
    • Insured “Wait-and-See” Buy-Sell Plan
    • Three Ways to Fund a Section 303 Stock Redemption Plan
    • Four Ways to Fund a Buy-Sell Plan
    • Four Ways to Fund a Disability Buy-Sell Plan

Business Protection

    • Key Employee Indemnification Insurance Plan In Action
    • Business Loan Insurance Plan In Action
    • Business Overhead Expenses Protection In Action

Employee Benefits

    • For Use with Employers:
    • The Employee Benefit Pyramid
    • Employee Benefit Action Checklist
    • Health Savings Account in Action
    • For Use with Employees:
    • Health Savings Accounts
    • Health Savings Account in Action