Business Solutions

Business Needs Assessment (digital approach tool) Business Owner Retirement Business Valuation/Buy-Sell Review Family Business Planning Industry Marketing - Agriculture Industry Marketing – Healthcare Prioritizing Business Needs Strategic Alliances

Business Protection

ESOP Repurchase Key Person

Business Succession

Buy-Sell Strategies Transfer Strategies

Income Protection

Key Employee Retention & Retirement

Bonus Bonus - LLC Member Bonus - S Owner Bonus (Tax Exempt) Death Benefit Only Death Benefit Only (Tax Exempt) Deferred Comp - 457(b) and 457(f) Deferred Comp - Defined Benefit Deferred Comp - Defined Contribution Deferred Comp - Incentive Bonus Deferred Comp - Select Reward Deferred Comp - Select Reward (Tax Exempt) Deferred Comp - SERP Endorsement Split Dollar Loan Split Dollar

Legacy & Estate Planning

Charitable Giving Gifting Strategies Inheritance Equalization Private Split Dollar Special Needs Trust Solutions Estate Tax Reports

Key Individual Market Tools

Once you've established a collaboration with a strategic alliance, we can help you offer value-add services and solutions to their individual clients. Use the following resources and tools to get started.

Client Priority Checklist (BB10775)
Help clients assess and prioritize their financial needs, so you can determine which solutions might benefit them most.
View (PDF) • Order

Strategic Alliance Individual Approach Email (LF336)
This highlights additional risk protection solutions available to a strategic alliance's individual clients.
Get email (OFT)

Strategic Alliance Individual Marketing Campaign (BB12316)
Use this step-by-step campaign to help market your solutions to a strategic alliance's individual clients.
View (DOC)

Key Concepts

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