Video Learning Library

Planning Concepts

Supplemental Life Insurance Retirement Plan

With qualified plan contribution limits and owners that typically put profits back into their businesses, often business owners forget to plan for their own retirement – in a tax meaningful way.

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Key Employee Insurance

Did you know one of the most significant threats to business owners today is losing a key employee? For those running a successful business, it's imperative that they know about this issue. Watch this video to learn more:

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Buy-Sell Planning

All over the country, business owners have buy-sell agreements in place to address important business succession issues. Watch this video to learn more:

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Executive Bonus

Even the most successful businesses are filled with challenges. Of all of them, one of the most difficult is rewarding and retaining key employees in a way that's simple, uncomplicated, cuts through the red tape, and lets the owner stay in control.

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Estate Planning Concepts

IRA Wealth Maximization

If your client has done a great job of building personal wealth as well as retirement accounts or IRAs, before his heirs get any benefit from those retirement accounts, there may be layers and layers of taxes to pay.

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Leveraged Credit Shelter Trusts

Could your client potentially increase the dollar amount passing to his heirs at death, increase the stability of his current trust portfolio and decrease the amount of trust income taxes, while continuing to retain access to the assets in trust?

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Spousal Lifetime Access Trusts

Many estate owners hold onto assets within their estates even when they have an estate tax problem, because they fear the perceived finality of an irrevocable trust. But what if they didn't have to give up complete control of their assets?

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