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Advanced Planning and Business Solutions

Business Meeting

What is Premium Financed Life Insurance?

Benefits and Important considerations.

Exit Strategy

The mechanics of Premium Finance.

Who is Premium Finance right for?

The role of Life Insurance in business

Key Person Life Insurance

Buy-Sell Agreements (Cross Purchase)

Split Dollar Agreements

Deferred Compensation Plans

Defined Benefit Compensation Plans 413(e)(3)

Collateralizing business loans

Business Colleagues
Physical Therapy

What is Long Term Disability Insurance?

Navigating how much Disability Insurance your client needs.

What are the different types of LTDI?

Defining how LTDI works.

The Need 

Benefits 

Qualifications

Estate & Tax Planning Considerations

Qualified Domestic Trust

Elderly People Chatting Together