Business 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 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

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