Insurance

With today's complex and sophisticated insurance planning solutions, many clients are concerned with the lack of trust and confidence they have with insurance agents and carriers. At Anchin Wealth Management LLC, we take on the burden of providing detailed due diligence on carrier selection and making sure that our clients are getting the proper advice in the insurance area. We support clients with guidance in the areas of estate conservation, business succession planning, executive compensation and corporate benefit plans.

Consulting Solutions

• Insurance risk assessment analysis _ Product/Carrier renegotiations
• Policy performance evaluation
• Business insurance review and
• Product analysis recommendations

Examples of Advanced Planning Concepts

Estate Planning

• Irrevocable Life Insurance Trust
• Grantor Retained Annuity Trust (GRAT)
• Annuity Maximization
• Qualified Retirement Plan
• Conservation Strategies
• Split Dollar Life Insurance Plan
• Asset Protection Strategies
• Leveraged IRA

Business Continuation Planning

• Funded Buy-Sell Agreement
• "Wait-and-See" Buy-Sell Agreement
• Advanced Funding Strategies
• Trusted Buy-Sell Agreement
• ESOP

  Nonqualified Executive Compensation

  • Supplemental Employee Retirement Plan
  • 401 (k) "Mirror" Plan
  • Executive Bonus Plan
  • Long-Term Insurance Plan
  • Non-Qualified Deferred Compensation Plan
  • Executive Split-Dollar Plan