With the Management Service Organization and tax deferral it opens up funds to be used in the following strategies.
- Tax-efficient life insurance transfer.
- Premium financing for life insurance.
- Split-dollar life insurance agreements.
- Minimize estate taxes with insurance.
- Life insurance in charitable trusts.
- Buy-sell life insurance agreements.
- Business loans secured by insurance.
- Key person life insurance policies.
- Executive bonus life insurance plans.
- ILITs for estate planning needs.
- Life insurance for retirement income.
- Survivorship life insurance for liquidity.
- Dynasty trusts funded by insurance.
- Life insurance for buyouts.
- Deferred compensation life insurance plans.
- Cross-purchase life insurance agreements.
- Wealth replacement with life insurance.
- Second-to-die life insurance policies.
- Grantor trust life insurance funding.
- Multi-generational life insurance strategies.
- Whole life insurance for growth.
- Universal life for flexible protection.
- Variable universal life insurance planning.
- Indexed life insurance policies for protection.
- Life insurance policy loans strategy.
- Life insurance to equalize inheritances.
- Business continuity through life insurance.
- Life insurance to fund annuities.
- Life insurance for asset protection.
- Charitable life insurance strategies implemented.
- Life insurance to protect wealth.
- Irrevocable life insurance trust establishment.
- Life insurance in GRAT planning.
- Business succession using life insurance.
- Life insurance in retirement strategies.
- Retain key employees with insurance.
- Private placement life insurance plans.
- Offshore trust life insurance policies.
- Estate tax reduction using insurance.
- Life insurance in dynasty planning.
- Corporate-owned life insurance (COLI).
- Bank-owned life insurance (BOLI).
- Life insurance for funding trusts.
- Special needs trusts with insurance.
- Life insurance for liquidity needs.
- Key executive life insurance strategies.
- Life insurance-backed business loans.
- Multi-generational wealth transfer with insurance.
- Life insurance in family partnerships.
- Leveraged life insurance for liquidity.
- Business expansion funded by insurance.
- Life insurance for deferred compensation.
- Life insurance for loan collateral.
- Tax-deferred growth with life insurance.
- Life insurance in charitable giving.
- Life insurance in succession planning.
- Survivorship policies for estate liquidity.
- Life insurance for buy-sell agreements.
- Equalizing heirs using life insurance.
- Charitable remainder trusts and insurance.
- Life insurance to reduce taxes.
- Family protection through life insurance.
- Life insurance to replace wealth.
- Life insurance in GRATs.
- Wealth preservation using life insurance.
- Buyout agreements funded by insurance.
- Key employee retention through insurance.
- Life insurance in ESOP plans.
- Retirement income using life insurance.
- Non-qualified plans with life insurance.
- Life insurance for retirement benefits.
- Life insurance for long-term care.
- Wealth transfer using life insurance.
- Life insurance for risk management.
- Estate liquidity through life insurance.
- Life insurance for business succession.
- Wealth preservation through life insurance.
- Multi-generational planning with insurance.
- Retirement planning using life insurance.
- Life insurance for income replacement.
- Life insurance for wealth accumulation.
- Estate equalization using life insurance.
- Dynasty trusts with life insurance.
- Life insurance in exit strategies.
- Retirement plans funded by insurance.
- Life insurance in asset transfers.
- Estate planning with life insurance.
- Family security through life insurance.
- Key person insurance for continuity.
- Buyout plans using life insurance.
- Life insurance for asset growth.
- Executive retention using life insurance.
- Family business succession via insurance.
- Life insurance in legacy planning.
- Life insurance for wealth protection.
- Estate protection through life insurance.
- Legacy planning with life insurance.
- Asset growth using life insurance.
- Life insurance in retirement distribution.
- Wealth management with life insurance.
