RESOURCE CENTER
WORKSHEETS
STRATEGIES
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 Protection
Key Employee Indemnification Insurance Plan In Action
Business Loan Insurance Plan In Action
Business Overhead Expenses Protection In Action
For Use with Employers
Employee Benefit Pyramid
Employee Benefit Action Checklist
Health Savings Account in Action
For Use with Employees
Health Savings Accounts
Health Savings Account in Action
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
Executive Benefits
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
LIFE GUIDES
Our free Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we’ll send you a copy.
*This is required information. We will not share any of your information. See our privacy policy for more details.
Let's Start Talking
Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and we help you implement them and then monitor your progress, every step of the way.