Business Planning

1. Buy-Sell funding with Life Insurance
2. Deferred Compensation Funding with Life Insuance
3. Executive Bonus Plans with Life Insurance
4. Key Person Protection with Life & Disability Income Insurance
5. Funding for Qualified Plans (SEPs, TSAs, Keoghs, 401Ks)
6. Funding for Salary continuation Plan


  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Lease Payment

    How much would your monthly lease payment be?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.


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