Business People Meeting using laptop computer, calculator, notebook, stock market chart paper for analysis Plans to improve quality next month. Conference Discussion Corporate Concept

Summary of Strategies and Results

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Nonprofits & credit unions

Yields on cash assets

  • Earn 2.5-to-6.0% on cash assets while preserving safety and liquidity.
  • Includes a death benefit of up to 2.5 times the initial deposit.
  • Helps meet key person protection and/or retention needs.

Business owners

Succession planning

  • Use of life insurance to fund buy/ sell agreements.
  • Protect business owners and their families in case of death, disability, divorce, or disruption, and ensure a smooth transition.
  • Premium financing options available to preserve cash flow.

Families & individuals

Family protection

  • Create immediate liquidity to protect spouse, children, grandchildren, and heirs with special needs.
  • Equalize inheritances and prevent family disagreements.
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