The Producers Firm

Case Studies


Medicaid Planning With Annuities For Singles

Annuity Maximization

Charitable Giving

Charitable Reminder Trust

Cross Purchase Buy-Sell

Demand Loans (Split Dollar Loan Regime)

Dynasty Trusts

Employer Endorsement (Split Dollar Economic Benefit)

Estate Planning

Executive Bonus

Executive Bonus Plan (Sec. 162 Plan)

Flexible ILIT

Golden Executive Bonus Agreement

Grantor Retained Annuity Trust

Intentionally Defective Trust

IRA Maximization

Irrevocable Life Insurance Trust

Key Person

Nonqualified Deferred Compensation

Restricted Executive Bonus

S-Corp Redemption Buy-Sell

Self Canceling Installment Note

"Stretch IRA"

Stock Redemption Buy-Sell

Reducing Transfer Taxes Through Discounting

Traditional IRA, Roth IRA or...

Life Insurance Sales Ideas

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