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Executive Trifecta® -- A Breakthrough in Benefit Planning

Release Date: January 2012

Think of a client that owns a business -- any type of business (C or S corporation, LLC, sole proprietorship). Does that business employ one or more key non-owner executives whose loss to the firm would seriously reduce profits? If so, you need to review InsMark’s Executive Trifecta, the core logic of which is as follows:

If an executive is valuable enough to be covered with life insurance to indemnify the business, that executive should also be provided with unique fringe benefits. Too often, one is provided without regard for the other -- and the fusion of both concepts can be dynamic.

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