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In an Entity Buy-Sell agreement business owners enter into an agreement for the event that if any owner dies, the company will purchase the share from the owner’s heirs.
A Cross Purchase Buy-Sell can provide a solution for concerns regarding uncertainty about the continued success of a business when a business owner passes away. It is an agreement between the owners of a company.
In a Buy-Sell Trust the trust administers the Buy-Sell and the life insurance to purchase the stock back is held inside the trust and administered by the trustee.
A Life Cycle Buy-Sell is an agreement that combines funding with a living buyout or retirement accumulations for a flexible and effective ownership transfer.
In a One-Way Buy-Sell agreement the sole owner of a business enters into an agreement with either a key employee or a family member to take over the business upon the unexpected death of the owner.
Single Proprietor Key Man Insurance indemnifies the owners family with a death benefit should the sole proprietor pass away and leave behind a business.
Employee Key Man Insurance indemnifies the business with a death benefit should the key employee pass away. A key employee can be anyone in the business, a top performer, a CEO, or back office personnel for example.
Reward key employees by incorporating a bonus vesting schedule to golden handcuff a prominent team member and encourage company loyalty.
Reward top performers in your company with an Executive Bonus. It is a tax-deductible method for providing supplemental benefits to key employees.
An exclusive compensation strategy designed to match to the key employee’s contribution.
A business owner wants to have a more tax efficient way of driving money out of the business and into his pocket so a Nonqualified Executive Compensation plan is utilized.
A Nonqualified Executive Compensation plan on multiple lives provides a greater incentive for key members in a business so they will stay with your company for the long haul.
A Split-Dollar Arrangement provides a way for a company to pay the premiums for employee’s life insurance. This strategy encourages employees to remain in the company and attracts new employees to the company.
A Qualified Defined Contribution Plan is a 401(k) designed for employees to contribute to a retirement fund which your company will match.
This plan is designed to guarantee a specified retirement income to employees.
Section 303 of the Internal Revenue Code permits a corporation to redeem all or a portion of a decedent's stock such that will not be taxed as a dividend. Redemption under Section 303 can provide cash for estate taxes and other expenses without the income tax consequences associated with the declaration of a dividend.
On-site case management for your cases during the underwriting process, to ensure that every case is being underwritten fairly.
WinFlex is a Financial Tool available ONLY to registered agents for use. With this software you can quickly provide your clients with an illustration for EIUL, GUL, UL, WL, Term, SUL, and more.