Documents and Links

Need a copy of a misplaced form or sales idea we previously forwarded you? Or are you interested in learning more about a specific strategy? Here are all the forms and documents you need:

FACT FINDERS

• Business Viewpoint Fact Finder
• Personal Perspective Fact Finder

STRATEGIES

• IRC Section 7702A
• PRO Save
• Premium Finance
• Estate Planning
• Legacy Planning
• IRA Rescue
• Mortgage Protection
• Executive Bonus Program
• Life Insurance Audit - Evaluation and Analysis
• Life Insurance Audit Brochure
• Private K Plan

ADDITIONAL INFORMATION

• Executive Compensation Concepts brochure

Please use links below as resources for additional information on:

TAXES

Tax Facts: Tax Facts provides tax information for citizens, policy analysts, legislators and the press, compiled from a variety of sources. http://www.taxpolicycenter.org/taxfacts/