- Advisors to Attorneys and CPAs
(Tax Free vs. After Tax Dollars)
- Asset Management
- The Business Plan as it relates to your P&L and Taxes
- Charitable Planning
- Death Benefit Only Plans
- Estate Planning/Estate Conservation
while maintaining control
- Family Limited Partnerships
- Key MAN Life Insurance
- Long-Term Care Insurance
- Premium Financing Techniques OPS
(Other People’s Money)
- Split-Dollar Plans
- The Board of Directors Process
- The 12 month Review & Planning Process
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- Annuities
- Asset Protection
- Business Secession/Continuity Planning
- Charitable Planning – Wealth Replacements Trusts
- Employee Stock Ownership Plans (ESOP)
- Executive Compensation Planning
- Group Seminars
- Key WOMAN Life Insurance
- The Physicians Planning Procedure
- Seminars to Individuals
- Tax Preparation
- Viatical/Senior Settlements
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