
VISION! EXECUTIVE BENEFITS

NON-QUALIFIED PLANS
Benefits to the Employer
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Corporate Cost Recovery
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Discriminatory
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Golden Handcuffs
Benefits to the Executive
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Exceeds Funding Limits of Qualified Plans
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Tax Deferral
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Not treated as a Dividend for income tax purposes

EXECUTIVE FINANCIAL & ESTATE PLANNING
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Minimizing Income & Estate Taxes
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Maintaining Lifestyle in Retirement
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Investment Management
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Planned Charitable Giving Techniques
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Legacy Planning
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Business Continuation and Succession Planning
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Insurance/Risk Management

HIGH LIMIT DISABILITY BENEFITS
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Exceeding Group Long Term Disability benefit limits
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Managing tax treatment of disability benefits
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Multi-Life Discounts/Underwriting
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Portability
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Disability Buy-Out and Business Overhead Expense (Closely Held Companies)

COLI (CORPORATE OWNED LIFE INSURANCE)
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Split Dollar
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Executive Bonus Plan (Section 162)
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Supplemental Executive Retirement Plan (SERP)
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Key Person Insurance
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Group Term Carve Out
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Section 303 Stock Redemption
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Buy/Sell Agreement Funding