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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
Person on Computer

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:

Employee Benefit Pyramid
Employee Benefit Action Checklist
Health Savings Account in Action

For Use with Employees:

Health Savings Account
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

Business Continuation

Assisting a Key Employee to Fund and 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