ADVANCED MARKETING



At Insurance Designers Kansas City our Advanced Marketing department has developed numerous strategies that provide creative solutions to address a variety of client goals and objectives. We can help you access new markets by providing the tools, training, and support to add to your successful practice.

Estate Planning
It is difficult to think about the logistics of settling an estate, such as notifying people, collecting records, completing paperwork, safeguarding assets, and addressing business concerns. Find the answers to many frequently asked questions when working with clients who have considerable wealth.
Estate Planning - Keeping wealth in the right hands Building A Multi-Generation Trust
Estate Tax Planning The Dynasty Trust
Estate Tax Relief Trust Owned ILIT
Estate Planning FAQs Incentive ILIT
Spousal Lifetime Access GRAT Grantor Retained Annuity Trust
Special Needs Planning  

Retirement Planning
Discover innovative strategies for supplemental retirement planning designed for individuals and small business owners in maximizing their use of retirement vehicles.
 
 

Variable Life in Retirement Planning

Universal Life in Retirement Planning
Annuity Maximization Pension Income Maximization
412(i) 412(i) FAQs

Power of Permanent Insurance

  
   
   
   

Wealth Transfer
While tax-deferred investments offer an attractive way to accumulate money for future income needs, they can be inefficient if the goal is to pass the asset to heirs. They could be subject to both income and estate taxes at your client's death. Wealth Transfer could be an effective alternative.

Wealth Transfer Planning

Income Maximization
Municipal Bond Maximization Qualified Plan Maximization
Endorsement Split Dollar Private Split Dollar

 

  

Charitable Planning
Making charitable gifts can help your clients not only to achieve their charitable objectives, but also to preserve their personal wealth. Life insurance can greatly leverage the benefits of charitable gifts, whether by a simple gift of a life insurance policy to a charity, or through more complex planning techniques..

Gifts of Life Insurance

Benefits for the Donor and the Charity
Charitable Remainder Trust (CRT) CRT Guide
Making a Difference for Your Charity Gifting Tax Advantages
 

Business & Executive Planning
Life insurance may be the best means available to help a business protect itself, provide for an orderly continuation, retain valuable employees, and ensure future security for its owners and key employees. Find out how to tap into this vast and growing market.

Business Continuity Planning

Executive Bonus Plan
Business Strategies Restricted Executive Bonus
B Trust

Executive Legacy Plan

Buy-Sell Planning

 SERP Supplemental Executive Retirement Plans
Buy-Sell Using Cross Purchase

Nonqualified Deferred Comp
Buy-Sell Using Entity Purchase Nonqualified 401k
Buy-Sell for a General Partnership

REBA Restricted Endorsement Bonus Arrangements
Section 79: Permanent Benefit Group Life  
 

Premium Financing
As a successful individual who has accumulated significant assets, your client may have a need for life insurance in their estate plan. However, finding the liquid assets to purchase a large insurance policy is not always a simple thing to do.

Premium Financing Guide

Client Profile
Understanding Premium Financing Capital Maximization Strategy II
Private Financing

 

 

  
 

 
   
 

 
   

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