Business Planning

Business Planning

Planning techniques for business owners to help preserve the value
of their business or to pass on the ownership of the their business.

What's New

2018 Quick Tax Reference


This handy reference tool is consumer approved and includes federal tax rates, gift and estate tax exclusion amounts and more.

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IRS Cost of Living Adjustments Announced


On October 27, 2016, the Internal Revenue Service released the 2017 Cost of Living Adjustments.

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Understanding Business Succession series


This series of short, easy-to-read articles focuses on life insurance sales opportunities in business succession planning.

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Great sales opportunities in the family and small business markets!


Life insurance can be instrumental in funding buy-sell agreements, key person protection and selective benefits. The key to these opportunities is valuing the business. The Voya Life Companies have a number of useful tools to help owners understand their business' value.

Information on Life Insurance Policy
Collateral Assignments


This informational flyer gives you a comprehensive overview of a tool used in a number of strategies for both individual and business clients — life insurance policy collateral assignments.

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Three Reasons Advisors Need Their Own Succession Plans

broker world Oct 2013

October 2013 Broker World article, written by Peter McCarthy, focuses on all the reasons that financial advisors would benefit from their own succession plans and how they can take maximum advantage of them in growing their sales.

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Phantom Stock Plans


A solution to the challenge of keeping and motivating key employees for your business owner clients, Phantom Stock Plans provide a way to share the profits the efforts of key employees produce without the problems that equity ownership may cause.

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