Buy-Sell Agreements
Bob and Al are co-owners of Boballoons. Watch this video to see how their story illustrates the importance of having a buy-sell agreement in place when the unexpected happens.
Charitable Remainder Trust with Wealth Replacement
Deena and Dave have loved their local dinosaur museum for many, many years, so much so that they donate to it every year. But when it came time to figuring out the best tax strategies for charitable giving, they thought it would be as confusing as spelling brachiosaurus. Watch this video to learn about the three places your money can go when you pass away - your beneficiaries, the government, or your favorite charities.
Income Tax Buckets
There are three types of income buckets - taxable, tax-deferred, and tax-free. How much of your income goes to Uncle Sam in the form of taxes? Watch this video to see how Robert increases the amount of tax-free income he has and reduces the amount he gives to the government.
Irrevocable Life Insurance Trust
When it comes to owning a life insurance policy, we know what you’re thinking. “I don’t need to worry about that right now. What’s the worst that could happen?” Watch this animated video to see three different outcomes a family could experience in the event of an untimely death and see why ILITs could be the best option to protect your family’s future.
Key Employee Retention
How do employers retain top talent? Watch this video to learn about a key employee retention strategy, sometimes referred to as “golden handcuffs.”
Marketability Assessment
As a successful business owner, there may come a time when selling your business will seem like the right move, but how will you ensure you get the most value from the sale? Watch this short video to learn how the Nautilus Marketability Assessment tool may help you increase the return on your investment and maximize the value of your business. The Nautilus Group® is a service of New York Life Insurance Company. Nautilus services are offered exclusively through its member agents.
Special Needs Trust
When David was injured in a car accident as a kid, his family was there to support him. But as his parents and grandparents aged, his support system got smaller and smaller. Thankfully, his family thoughtfully planned for his future and worked with qualified professionals to have a Special Needs Trust created, which protected their assets and provided lifetime financial stability for David.
Supplemental Life Insurance Retirement Plan
In this video, Scott learns how a Supplemental Life Insurance Retirement Plan – or SLIRP – could allow him to get money when he wants to, or needs to, without hassle.