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Tax Minimization & Life Insurance Strategies

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Personal  Protection - (continue here)

  • Life Insurance Protection

  • Personal Disability Insurance

  • Long Term Care Insurance

  • Annuities

Estate Planning Strategies - (continue here)

  • Life Insurance Trusts

  • Charitable Gifting Strategies

  • Private Placement LIfe Insurance

Executive Compensation - (continue here)

  • Executive Bonus Arrangements

  • Supplemental Executive Retirement Plan (SERP)

  • Employer Sponsored Split Dollar Techniques

  • Deferred Income Plan (DIP)

Business Protection Strategies - (continue here)

  • Key Person Life Insurance

  • Buy Sell Agreements