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Business Strategies

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Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.

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

Employee Benefits

Employers:
The Employee Benefit Pyramid
Employee Benefit Action Checklist
Health Savings Account in Action
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
Business Protection Planning
Four Ways to Fund a Buy-Sell Plan
Three Ways to Fund a Section 303 Stock Redemption 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

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
Route Three – Insurance & Financial Services