Executive Compensation


Fact Finders

Name Description
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Authorization to Provide Employee Benefit Information

Use this authorization when working with employee benefit departments

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Business Planning Fact Finder

Excellent fact finder for business valuation and continuation, key employee indemnification, selective executive benefits, business loan planning. It includes a document checklist and more!

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Confidential Personal Planning Profile

Detailed fact finder for personal planning

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Financial Planning Fact Finder

Good fact finder as it touches on personal and business planning

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Executive Benefits Questionnaire

Good fact finder created by Penn Mutal

 

Approach Letters & PhoneScripts

We are building this area to better serve you.

Sales & Marketing Materials

Name Description
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Buy-Sell Agreements

View this presentation and learn how to structure buy-sell agreements and why life insurance can be used a funding vehicle. Created by Prudential.

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Buy-Sell Arrangements Using A General Partnership

ING client approved piece

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Cross Purchase Arrangements

ING client approved piece

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Entity Purchase Arrangments

ING client approved piece

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Key Person Life Insurance

View this presentation and learn about this risk managment technique. Created by Prudential

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No-Sell Buy-Sell Arrangments

ING client approved piece

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S.O.L.A.R Microsite

A site dedicated to ING's Self Owned Life And Retirement (S.O.L.A.R.) Insurance Arrangement funded with ING Indexed Universal Life – Global Plus (ING IUL-Global Plus) Life Insurance. It features case studies, marketing materials, underwriting FAQs and more.

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Trusteed Cross Purchase Arrangements

ING client approved piece

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Wait-and-See Purchase Arrangements

ING client approved piece