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Client Presentations
Find available topics below.
Business Continuation
Business Continuation Planning Issues »
Business Liquidation Insurance Considerations »
An Insured Buy-Sell Plan for Sole Corporate Owners »
A Sole Proprietor Insured Buy-Sell Plan »
A Corporate Insured Cross Purchase Buy-Sell Plan »
A Partnership Insured Cross Purchase Buy-Sell Plan »
A Sole Proprietorship Insured Disability Buy-Sell Plan »
A Corporate Insured Cross Purchase Disability Buy-Sell Plan »
A Partnership Insured Cross Purchase Disability Buy Sell Plan »
A Partnership Insured Entity Purchase Disability Buy-Sell Plan »
A Corporate Insured Stock Redemption Disability Buy-Sell Plan »
A Partnership Insured Entity Purchase Buy-Sell Plan »
Estate and Charitable Giving
Executive Benefits
Personal Needs
A Financial Primer: 12 Tips to Help Secure Your Financial Future »
Disability Income Review (Married Version) »
Disability Income Review (Single Version) »
Disaster Preparedness Information »
Educational Funding Analysis (Married Version) »
Educational Funding Analysis (Single Version) »
Mortgage Acceleration Review »
Retirement Planning
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Concept Pages
Find available topics below.
Financial Security Needs
Objective To Plan Your Estate »
Objective To Prepare for Disability »
Objective To Prepare for Your Retirement »
Objective To Protect Your Family’s Future »
Objective To Provide for Your Child’s Education »
Odds of Dying Before Age 65 (Female) »
Odds of Dying Before Age 65 (Male) »
Odds of Dying Before Age 70 (Female) »
Odds of Dying Before Age 70 (Male) »
Personal Financial Security Needs »
2001 CSO Mortality Table (Female) »
2001 CSO Mortality Table (Male) »
Budgeting Capital Needed to Replace Earning Power Death versus Disability »
Disaster Preparedness Life, Health & Income »
Disaster Preparedness Loved Ones »
Disaster Preparedness Property »
Disaster Preparedness Records »
History of Inflation (1975 – 2019) »
Life Insurance
Do You Still Have Enough Life Insurance »
Family Coverage Action Checklist »
History of Inflation (1975 – 2019) »
How Much Life Insurance Do I Need »
Introduction to Indexed Universal Life Insurance »
Introduction to Universal Life Insurance »
Introduction to Whole Life Insurance »
Life Insurance Company Safety »
Life Insurance-Long-Term Care Hybrid Plans »
Protecting Your Family Members »
Section 1035 Tax-Free Exchanges »
Survivor Needs Action Checklist »
Term Insurance Variation Level Term Insurance »
Term Insurance Variation Return of Premium Feature»
Types of Cash Value Life Insurance »
Why People Buy Life Insurance »
Personal Planning - Disability
Tables
2020 Affordable Care Act (ACA) Out-of-Pocket Limits »
2020 Federal Income Tax Rates for Estates and Trusts »
2020 Federal Income Tax Rates for Individuals »
2020 Qualified Plan Contribution-Benefit Limitations »
2020 Social Security FICA Tax Rates »
2020 Social Security Self-Employment Tax Rates »
2020 Unified Federal Estate and Gift Tax Table »
Annual Tax Equivalent Yields »
Deaths per Thousand per Year – Female (2001 CSO Mortality Table) »
Deaths per Thousand per Year – Male (2001 CSO Mortality Table) »
Growth of $1 per Year (5% – 8%) »
Growth of $1 per Year (9% – 12%) »
History of Inflation (1975-2019) »
IRS Unisex Table V (Single Life Expectancy; Ages 20-80) »
IRS Unisex Table VI (Joint Life Expectancy; First Age 40-80; Second Age 40-49) »
IRS Unisex Table VI (Joint Life Expectancy; First Age 40-80; Second Age 50-59) »
IRS Unisex Table VI (Joint Life Expectancy; First Age 40-80; Second Age 60-69) »
IRS Unisex Table VI (Joint Life Expectancy; First Age 40-80; Second Age 70-80) »
Life Expectancy – Female (2001 Commissioners’ Standard Ordinary Mortality Table) »
Life Expectancy – Female (2017 Life Table for Females; CDC) »
Life Expectancy – Male (2001 Commissioners’ Standard Ordinary Mortality Table) »
Life Expectancy – Male (2017 Life Table for Males; CDC) »
Odds of Dying Before Age 65 – Female (2001 CSO Mortality Table) »
Odds of Dying Before Age 65 – Male (2001 CSO Mortality Table) »
Odds of Dying Before Age 70 – Female (2001 CSO Mortality Table) »
Odds of Dying Before Age 70 – Male (2001 CSO Mortality Table) »
Odds of Living to Retirement at Age 65 – Female (2001 CSO Mortality Table) »
Odds of Living to Retirement at Age 65 – Male (2001 CSO Mortality Table) »
Odds of Living to Retirement at Age 70 – Female ( 2001 CSO Mortality Table) »
Odds of Living to Retirement at Age 70 – Male (2001 CSO Mortality Table) »
Present Value of $1 (5% – 8%) »
Present Value of $1 (9% – 12%) »
Present Value of $1 per Year (5% – 8%) »
Present Value of $1 per Year (9% – 12%) »
Qualified Plan Contribution Benefit Adjustments (2017 – 2020) »
Table 38 (Survivorship Life) Rates »
Uniform Lifetime Table (used to calculate Required Minimum Distributions) »
Tax Act Summaries
American Recovery and Reinvestment Act of 2009 »
Housing and Economic Recovery Act of 2008 »
Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) »
Katrina Emergency Tax Relief Act of 2005 (KETRA) »
Patient Protection and Affordable Care Act of 2010 (Health Care Reform) »
Pension Protection Act of 2006 (PPA) »
Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) »
Tax Relief and Health Care Act of 2006 »
Unintended Consequences Repeal of Estate and GST Taxes in 2010 »
Tax Digests
Trifold Tax Digest Brochures
2016 Employee Benefit Tax Digest for Business Owners »
2016 Federal Estate and Gift Tax Digest »
2016 Tax Digest for Individuals »
2017 Employee Benefit Tax Digest for Business Owners »
2017 Federal Estate and Gift Tax Digest »
2017 Tax Digest for Individuals »
2018 Employee Benefit Tax Digest for Business Owners »
2018 Federal Estate and Gift Tax Digest »
2018 Tax Digest for Individuals »
2019 Employee Benefit Tax Digest for Business Owners »
2019 Federal Estate and Gift Tax Digest »
2019 Tax Digest for Individuals »
2020 Employee Benefit Tax Digest for Business Owners »
2020 Federal Estate and Gift Tax Digest »
Personal Planning- Critical Illness
Fact Finders
Business Needs
Confidential Business Planning Profile (detailed fact finder) »
Confidential Business Planning Questionnaire (abbreviated fact finder) »
Confidential Transfer-of-Ownership Analysis (buy-sell fact finder) »
Current Coverages and Business Data (multipurpose business fact finder) »
Key Employee Fact Finder (fact and feeling-finding questions) »
Personal Needs
Financial Calculators
View All Financial Calculators
Annual Review Questionnaires
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