Corporate Strategies
for Privately Owned Corporations |
| 1. |
Principal / Shareholders |
| |
| 1. |
Pre-Retirement |
| 2. |
Post-Retirement (1) |
| 3. |
Post-Retirement (2) |
| 4. |
Post-Retirement Monetary Example |
| |
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| 2. |
Keypersons |
| |
| 1. |
Coverage of a Keyperson |
| 2. |
Critical Illness Event |
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| 3. |
Executive Perks |
| |
| 1. |
Executive Perk |
| 2. |
Critical Illness Event |
| 3. |
Executive Departure |
| 4. |
Post-Retirement |
| 5. |
Post-Retirement Benefit |
| |
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| 4. |
Taxable Employee Benefit |
| |
| 1. |
Employee Coverage |
| 2. |
Taxable Employee Benefit Arrangement |
| 3. |
Pre-Retirement |
| 4. |
Post-Retirement |
| 5. |
Post-Retirement Benefit |
| |
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| Note: |
These
concepts are for illustration purposes only and should not be attempted
without professional assistance and appropriate legal documentation.
Complete details are available from one of our trained specialists. |
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