| ANNUITIES |
Fixed
Defered | Immediate
Indexed |
 |
| BUSINESS PLANNING |
Business Continuation
Buy / Sell for Disability or Death | Key Person Insurance
Salary Continuation |
|
| DISABILITY |
Buy Out
Group & Individual
Key Person
Guaranteed Renewable | Mortgage
Simplified Issue
Office Overhead |
|
| ESTATE PLANNING |
Family Gifts
Irrevocable Trusts
Liquidity Needs | Minimize Transfer Cost
Trusts |
|
| INDIVIDUAL / GROUP PLANS |
Accidental Death
Cafeteria Plans
Dental
Disability | Life
Long Term Health Care
Medical
Select 125 Plans |
|
| LIFE INSURANCE |
Group
Indexed
Joint & Survivorship
Level 5, 10, 15, 20, 25, 30
Mortgage
Pension Options | Permanent
Single Premium
Term
Universal
Simplified Issue
Whole Life |
|
| NON-QUALIFIED PLANS |
Deffered Compensation
Executive Bonus Plans | Key Person
Split Dollar |
|
| PLANNING |
Charitable Giving
Education Funding
Estate Coordination | Estate Creation
Providing for Elders
Wealth Accumulation |
|
| PROFESSIONAL CONTACTS |
Accountants
Attorneys
Bankers | Casualty Insurance
Tax Advisors
Trust Officers |
|
| QUALIFIED PLANS |
401k
Pension | Profit Sharing |