Resources

What we do doesn’t need to be confusing and mysterious–and we don’t want it to be, either. These resources are here to let you look over the solutions we’ll be discussing, as well as give you an idea of the ones you may want to focus on.

Supplemental Disability

PEXB_Supplemental_Disability_Insurance_Basic
Disability Insurance for Executives
PEXB_Sample_Disability_Analysis
Executive Supplemental Individual Disability

Executive Benefits

Executive Benefit Arrangement
Executive Benefit Arrangement
Executive Bonus Plan
Executive Bonus Plan
Restricted Executive Bonus Arrangement
Restricted Executive Bonus Arrangement
Employee Bonus Arrangement Case Study
Employee Bonus Arrangement Case Study
Restricted Executive Bonus Arrangement Case Study
Restricted Executive Bonus Arrangement Case Study
Confidential Executive Benefits Questionnaire
Confidential Executive Benefits Questionnaire

Exit Planning

Business Succession - Transition Planning
Business Succession: Transition Planning
Cross Purchase Buy-Sell Arrangement
Cross Purchase Buy Sell
Entity Purchase Buy-Sell Agreement
Entity Purchase Buy Sell
Wait-and-See Buy-Sell Arrangement
Wait and See Buy Sell
Key Person Insurance
Key Person Insurance
Confidential Business Planning Questionnaire
Confidential Business Planning Questionnaire

Estate Planning

Irrevocable Life Insurance Trust
Irrevocable Life Insurance Trust
Spousal Lifetime Access Trust
Spousal Lifetime Access Trust
GRATs and GRUTs
GRATs and GRUTs
Life Insurance for Charitable Giving
Life Insurance for Charitable Giving
Qualified Personal Residence Trust
Qualified Personal Residence Trust
Estate Planning Fact Finder
Estate Planning Fact Finder

Supplemental Retirement

Defined Benefit Plans - A Wealth Creating Strategy
Defined Benefit Plans: A Wealth Creating Strategy
Defined Benefit Retirement Plan Questions and Answers
Defined Benefit Plans: Questions and Answers
Leveraging Life Insurance in a Defined Benefit Plan
Leveraging Life Insurance in a DB Plan

Permanent Life Insurance

Life Insurance As A Retirement Planning Tool
Life Insurance as a Tax Planning Tool
Portfolio Protection
Portfolio Protection

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