Business Planning
Planning techniques for business owners to help preserve the value of their business or to pass on the ownership of their business.
Concepts
Buy-Sell Planning
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Producer Guides and Training Materials +
- Producer Guides
- Information on Life Insurance Policy Collateral Assignments
- Self Canceling Installment Note
- Buy-Sell Planning Producer Guide
- Business Valuation Producer Guide
- Own Your Own Policy Buy-Sell Producer Guide Articles
- Three Reasons Advisors Need Their Own Succession Plans
- The Chaos May Be Over! Congress Establishes "Permanent" Wealth Transfer Rules
- Congress Passes the American Taxpayer Relief Act
- The "Bendable" Buy/Sell
- The "Own Your Own Policy" Buy-Sell: A New Strategy for Business Succession Understanding Business Succession
- Chapter 1: Introduction to Life Insurance in Business Succession Planning
- Chapter 2: Why Have A Written Buy-Sell Agreement
- Chapter 3: Which Do You Want - Your Plan or the Government's Plan?
- Chapter 4: The Consequences of the Unfinished Succession Plan - The Mark McCormack Story
- Chapter 5: Backing Up the Promises with Money
- Chapter 6: Replacing Lost Benefits - The Missing Part of Succession Planning
- Chapter 7: What If The Business Already Has a Buy-Sell Agreement?
- Chapter 8: Business Valuation in a Nutshell
- Chapter 9: Business Valuation & the IRS
- Chapter 10: How Business Valuation Helps Sell Life Insurance
- Chapter 11: The Entity Purchase
- Chapter 12: Cross Purchase Arrangements
- Chapter 13: Bendable (Flexible) Buy-Sell Arrangements
- Chapter 14: Succession Planning in Family Businesses
- Chapter 15: The Installment Sale Buy-Sell
- Chapter 16: Business Succession and the Family Farm
- Chapter 17: Three Reasons You Need Your Own Succession Plan
- Chapter 18: NQDC Plans Make Succession Planning Easier
- Chapter 19: Two Examples of the Importance of Succession Planning Mailers and Emails
- Comparison of Buy-Sell Strategies
- Solving Problems for Family Businesses Flyer
- Who Would Take Over Your Client's Business? Email
- Voya ROP NY Buy/Sell Producer Postcard Product Applications & Sales Solutions
- Start Selling Voya ROP Endowment Term: Buy-Sell Agreements
- Start Selling Voya ROP Endowment Term NY: Buy-Sell Agreements Voya Presents Tools
- Buy-Sell Wizard
- Buy-Sell Wizard Producer Guide
- The Nine Different Buy-Sell Strategies in the Buy-Sell Wizard
- Life Insurance Capacity Calculator
Business Valuation Calculator (access on Voya Presents)
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Consumer-Approved Sales Materials +
- General Materials
- Why You Should Consider Business Continuation Planning Consumer Flyer
- Buy-Sell Planning Consumer Overview Brochure Buy-Sell Review
- Important Questions in Buy-Sell Review
- Questions for Buy-Sell Review & Life Insurance Funding Analysis
- Buy-Sell Life Insurance Policy Review Factfinder for Business Owners Own Your Own Policy Buy-Sell
- White Paper: The "Own Your Own Policy" Buy-Sell Individual Concepts
- Buy-Sell Arrangements Using a General Partnership Consumer Brochure
- Cross Purchase Arrangements Consumer Brochure
- Entity Purchase Arrangements Consumer Brochure
- No-Sell Buy-Sell Consumer Brochure
- Trusteed Cross Purchase Consumer Brochure
- Wait and See Arrangements Consumer Brochure
- The ILIT Buy-Sell Consumer Brochure
- The “Own Your Own Policy” Buy-Sell Consumer Brochure
- Section 303 Redemption Buy-Sell Consumer Brochure
- Subchapter S Corp Short Tax Year Buy-Sell Consumer Brochure Articles
- "Business Succession: Five Lessons from the Family Farm"
- "The Installment Sale Buy-Sell: A Risky Proposition For Business Owners"
- The "Bendable" Buy/Sell
- The "Own Your Own Policy" Buy-Sell: A New Strategy for Business Succession Mailers and Emails
- Too Busy to Plan Email
- Too Busy to Plan Postcard
- Who Would Take Over Your Business Email
- Who would take over your clients business? CPA/Attorney Postcard Prospecting Letters
- Sample Prospect Letter Corporation # 1
- Sample Prospect Letter Corporation # 2
- Sample Prospect Letter Corporation # 3
- Sample Prospect Letter Partnership # 1
- Sample Prospect Letter Partnership # 2
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Presentations +
Key-Person Insurance
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Producer Guide +
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Sales Materials +
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Presentations +
Life Insurance Capacity Calculator
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Producer Guide +
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Sales Materials +
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Presentations +
