Business Strategies

The questionnaire.

 Small Business Ownership  Business Continuation
  • Corporate Federal Income Taxation
  • Odds of Dying
  • Odds of Becoming Disabled
  • Business Continuation Planning
  • Business Protection Planning
  • Executive Benefit Planning
  • Employee Benefit Pyramid
  • Menu of Services
  • Assisting a Key Employee to Fund an Insured Buy-Sell Plan
  • Insured Buy-Sell Plans Comparison for Partnerships
  • Insured Buy-Sell Plans Comparison for Corporations
  • Insured “Wait-and-See” Buy-Sell Plan
  • Three Ways to Fund a Section 303 Stock Redemption Plan
  • Four Ways to Fund a Buy-Sell Plan
  • Four Ways to Fund a Disability Buy-Sell Plan
  Employee Benefits  Executive Benefits
  • For Use with Employers:
  • The Employee Benefit Pyramid
  • Employee Benefit Action Checklist
  • Health Savings Account in Action
  • For Use with Employees:
  • Health Savings Accounts
  • Health Savings Account in Action
  • The Reverse Discrimination of Qualified Retirement Plans
  • Executive Bonus Plan In Action
  • Insured Death Benefit Only Plan In Action
  • Business Split-Dollar Life Insurance Plan In Action
  • Split-Dollar Life Insurance Plan Premium Variations
  • Group Carve-Out Plan In Action
  • Insured Disability Salary Continuation Plan In Action
  • Deferred Compensation Plan In Action
  • Selective Executive Retirement Plan In Action
Business Protection
  • Key Employee Indemnification Insurance Plan In Action
  • Business Loan Insurance Plan In Action
  • Business Overhead Expenses Protection In Action

Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.

 

“Investment Adviser Representative of and investment advisory offered through Royal Fund Management, LLC, a SEC registered investment advisory firm.”

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