Video Learning Library

Buy-Sell Planning

Buy-Sell Planning (3:36)

How do business owners plan for the potential loss of a business partner?

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Executive Bonus

Executive Bonus (3:37)

How do companies reward and retain key employees?

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IRA Wealth Maximization

IRA Wealth Maximization (4:00)

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

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Key Employee Insurance

Key Employee Insurance (2:55)

How do business owners prepare for the potential loss of a key employee?

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Retirement and Legacy Arrangement (RALA)

Retirement and Legacy Arrangement - RALA (3:27)

How do clients move assets outside their estate for planning purposes, but still retain access to the asset's future cash flow?

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Spousal Lifetime Access Trust (SLAT)

Spousal Lifetime Access Trust - SLAT (4:08)

How do clients give away assets for estate planning purposes without permanently giving up control of the assets?

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Stay Bonus: Non-Qualified Salary Continuation Plan

Stay Bonus: Non-Qualified Salary Continuation Plan (4:17)

How do companies financially incentivize key employees to stick around?

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Supplemental Life Insurance Retirement Plan (SLIRP)

Supplemental Life Insurance Retirement Plan - SLIRP (3:30)

How do business owners design a retirement savings plan for themselves?

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