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Take 3 Videos
Buy-Sell Planning (3:36)
How do business owners plan for the potential loss of a business partner?
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Executive Bonus (3:37)
How do companies reward and retain key employees?
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IRA Wealth Maximization (4:00)
How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?
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Key Employee Insurance (2:55)
How do business owners prepare for the potential loss of a key employee?
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Retirement and Legacy Arrangement - RALA (3:27)
How do clients move assets outside their estate for planning purposes, but still retain access to the asset's future cash flow?
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Spousal Lifetime Access Trust - SLAT (4:08)
How do clients give away assets for estate planning purposes without permanently giving up control of the assets?
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Stay Bonus: Non-Qualified Salary Continuation Plan (4:17)
How do companies financially incentivize key employees to stick around?
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Supplemental Life Insurance Retirement Plan - SLIRP (3:30)
How do business owners design a retirement savings plan for themselves?
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Meet the Johnsons from Michael Flynn
MICHAEL J. FLYNN, JR. CA INSURANCE LICENSE #0E67295
FLYNN FINANCIAL & INSURANCE SERVICES, INC. IS NOT OWNED OR OPERATED BY NEW YORK LIFE INSURANCE COMPANY OR ITS AFFILIATES
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