Wondering about all these industry abbreviations and acronyms? Our glossary can help.
Don’t forget that past issues of the Customized Logistics & Delivery Magazine are another great resource.
Employers use split-dollar to buy life insurance as a valuable fringe benefit for key employees. Download the PDF to learn more.
A nonqualified deferred compensation arrangement allows an employer to provide retirement income and often death and disability benefits to an exclusive employee group, often with benefits in excess of those permitted under qualified plans. Download the PDF to learn more.
Intra-family loans can help your children purchase life insurance, fund life events and create a legacy for your grandchildren, while premium advances are repaid to you for retirement. Download the PDF to learn more.
Placing a realistic monetary value on a key employee’s contributions to the business is difficult and inexact, but critical to the purchase of key employee insurance designed to protect the business against potential financial loss. Download the PDF to learn more.
An executive bonus plan provides businesses with a way to use tax deductible funds to selectively provide valuable benefits to critical, key employees. Download the PDF to learn more.
A buy-sell agreement ensures stability in business transition and prevents heirs from having to run or see the business after an owner dies. Download the PDF to learn more.
Supplemental life insurance for retirement planning uses a permanent life insurance policy structured to provide tax-deferred cash flow during retirement. Download the PDF to learn more.
The wealth of many business owners is concentrated in illiquid assets such as businesses and real estate. Download the PDF to learn more.