| Name of Computer
Business Card |
Scheduled
Release Dates |
Use
With |
| Testing Financial
Tolerance for Charitable and Family Gifts |
January
1999 |
W&W,
DOD
|
| Free Dog (Executive
Bonus Plan) |
March
2000 |
IIS,
DOD
|
|
Charitable Pension
|
May
2000
(Rev: 9/01) |
IIS,
W&W, DOD
|
| Wealth Preservation
Planning Using a Charitable Remainder Trust |
June
2000
(Rev: 10/01) |
IIS,
W&W, DOD
|
| Zero Estate Tax
Plan |
August
2000
(Rev: 3/02) |
IIS,
W&W, DOD
|
| Long-Term Care --
Insure or Self-Insure? (Post-Retirement Analysis)
|
September
2000 |
IIS,
W&W, DOD
|
| Long-Term Care --
Insure or Self-Insure? (Pre-Retirement Analysis)
|
October
2000 |
W&W
|
| Loan-Based Deferred
Compensation |
December
2000
(Rev:8/04) |
LB-DC |
| Annuity Rescue and
Charitable Annuity Rescue |
April
2001
(Rev: 12/04) |
IIS,
W&W, DOD
|
| The Leverage of
Life Insurance |
June
2001 |
IIS,
W&W |
| Life Insurance as
an Executive Benefit |
May
2004 |
IIS,
LB-SD,
DOD
|
| Flexible Wealth
Planning Techniques Using Irrevocable Life Insurance
Trusts (Private variation) |
March
2002
(Rev. 6/04) |
IIS,
LB-SD,
DOD
|
| Charitable IRA vs.
Stretch-Out IRA |
March
2002
(Rev. 12/04) |
IIS,
W&W, DOD
|
| Loan-Based Split
Dollar |
March
2002
(Rev: 8/04) |
LB-SD
|
| Loan-Based Private
Split Dollar (Private variation) |
April
2002
(Rev: 8/04) |
LB-SD
|
| Disability Income
-- Insure or Self-Insure? |
August
2002 |
W&W
|
| Endorsement Split
Dollar with an Optional Transfer |
March
2004 |
IIS,
DOD
|
| Equities vs. Annuities
vs. Life Insurance (plus Annuity Rescue) |
February
2003 (Rev: 8/03) |
|
| Financial Firepower
of Cash Value Life Insurance (VUL) |
February
2003 (Rev: 5/04) |
IIS |
| Financial Firepower
of Cash Value Life Insurance (UL) |
February
2003 (Rev: 5/04) |
IIS |
| Financial Firepower
of Cash Value Life Insurance (Participating Whole
Life) |
May
2003
(Rev: 5/04) |
IIS |
| Financial Firepower
of Cash Value Life Insurance (Equity Indexed UL) |
August
2003
(Rev: 5/04) |
IIS |
| Retirement Needs Analysis |
August
2003
(Rev: 5/04) |
|
| What's the Best Kind
of Life Insurance? |
August
2003 |
IIS |
| Strategies for Retirement
Planning |
August
2003 |
IIS |
| How Much Life Insurance
is Enough? |
August
2003 |
|
| Maximizing the Perceived
Value of Your Company's 401(k) Plan |
December
2004 |
IIS |
