VIDEO LEARNING LIBRARY : Flynn Wealth Strategies & Insurance Solutions, Inc.

VIDEO LEARNING LIBRARY

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Take 3 Videos

 
Buy-Sell Planning

Buy-Sell Planning (3:36)

How do business owners plan for the potential loss of a business partner?
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Executive Bonus

Executive Bonus (3:37)

How do companies reward and retain key employees?
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IRA Wealth Maximization

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

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)

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)

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

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)

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
ALL GUARANTEES ARE SUBJECT TO THE CLAIMS PAYING ABILITY OF THE ISSUING COMPANY
FIXED ANNUITY PRODUCTS ISSUED BY NYLIAC ­NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
THIS EXAMPLE IS HYPOTHETICAL AND FOR ILLUSTRATIVE PURPOSES ONLY  SMRU BATES # 484451