SPECIALIZED RESOURCES
Strategies & Resources to Grow Your Financial Practice
Specialized Services
- Tax Saving Strategies
- Tax Deferral Strategies
- Charitable Planning
- Premium Financing
- Business Succession
- Estate Planning
- Key Employee Programs
- Qualified and Non-Qualified Plan Design
- Resources to Review Legal Documents Through Our Partners
Products & Services for Individuals
- Estate Planning
- Succession Planning
- Generational Planning
- Life Insurance for the Healthy
- Life Insurance for the Medically Impaired
- Annuities for the Healthy & Medically Impaired
- Disability Income
- Long-Term Care
- Deferred Compensation
- Charitable Gifting Plans
- Split-Dollar Arrangements
- Life Settlements
- Custom Designed & Manufactured Plans
Products & Services for Corporations and Small Businesses
- Corporate Planning
- Guaranteed Issue Life Insurance
- Corporate-Owned Life Insurance
- Executive Bonus Plans
- Employee Bonus Plans
- Section 412 (i) Pension Plans
- Generational Transfers
- Life Insurance for the Medically Impaired
- Deferred Compensation
- Charitable Split-Dollar Arrangements
- Traditional Split-Dollar Arrangements
- Life Settlements
- Financed Premium Life Insurance
- Section 79 Group Permanent Plans
Strategic Planning Processes
- Capital Needs Analysis
- Business Needs Analysis
- Buy-Sell Agreements
- Generational Transfers of Businesses
- Executive Compensation Plans
- Phantom Stock Plans
- Estate Planning
- Financed Premium Life Insurance
- Split Dollar Life Insurance
- Charitable Gifting
- Pooled Income Funds
- Life Settlements
- Wealth Replacement Trusts
- Special Needs Planning
- ESOT Planning
To learn more about how Visio Wealth Partners can help support and grow your business, contact us.