Life Insurance

  • Key Person Life Insurance
  • Life Insurance Protection Assessment
  • Life Insurance Retirement Planning
  • Supplement Executive Retirement Plan (SERP)
  • Corporate Owned Life Insurance (COLI)
  • Bank Owned Life Insurance (BOLI)
  • Education Funding
  • Private Split Dollar
  • Intergenerational Split Dollar
  • Annuity Maximization
  • IRA Maximization
  • Pension Rescue
  • Premium Financing
  • In force Policy Review
  • Wealth Transfer
  • Sales to and IDGT of ILIT
  • Executive Bonus
  • Split Funded Funds
  • Section 79