Case Studies
Non-Owner-Employee-Receives-Key-Person-Disability-Insurance-Policy
Disability Insurance
Key Person Disability for Non-Owner Employees
A key person DI policy should be based on salary, responsibilities and the impact the employee’s absence will have on the business’s bottom line. And business owners might be surprised by the amount of benefit available for a reasonable premium.
Tim Kukieza
Tim Kukieza
June 2021 • 2-min read
Business-Owners-Gets-Business-Loan-Protection-Rider-on-Disability-Insurance
Disability Insurance
Business Loan Protection
Discover the opportunities Business Loan Protection can offer business owner clients.
Tim Kukieza
Tim Kukieza
May 2021 • 2-min read
Grandparents-Purchase-Life-Insurance-Gift-for-Grandchildren-In-Legacy-Estate-Planning
Life Insurance
Generational Gift Planning
Offer your clients a creative solution to reallocate disposable income and provide a tax-free benefit for future generations. Using life insurance to plan can be a better strategy than just gifting the money outright.
Matt Erpelding
Matt Erpelding
May 2021 • 2-min read
CEO-Offers-VP-Restricted-Endorsement-Bonus-Arrangement
Life Insurance
Restricted Bonus Plan
You can help your business owner clients build loyalty and reward key employees while presenting a tax deduction to the business. And it doesn't have to be complex to be effective.
Matt Erpelding
Matt Erpelding
May 2021 • 1-min read
Non-Spouse-Plans-for-Inherited-IRA-Under-SECURE-Act
Life Insurance
Secure Act IRA Max
An inherited IRA doesn't have to mean a high tax burden for your wealthier clients. Utilizing life insurance can help preserve more benefits for heirs.
Matt Erpelding
Matt Erpelding
May 2021 • 1-min read
Three-Business-Owners-Fund-Buy-Sell-With-Life-Insurance
Life Insurance
Business Continuation General Partnership
Business growth doesn't have to mean more policies to fund a buy-sell agreement.
Matt Erpelding
Matt Erpelding
April 2021 • 1-min read
Siblings-Use-Split-Dollar-Arrangement-for-Estate-Equalization
Life Insurance
Estate Equalization
Insurance is a perfect solution to an estate equalization problem because it provides a known benefit amount at precisely the right time.
Matt Erpelding
Matt Erpelding
April 2021 • 1-min read