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  • Executive benefit planning tool

Executive benefit planning tool

Find out what strategy may help your small business owner client.

What is the business type?

For profit
TAX EXEMPT

Is the goal to create a benefit for the owner or employee?

Owner
Employee

How is the business organized?

Pass-through
C-corp

Which of these considerations is most important?

Receiving a current deduction on benefits paid
The need for business control
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Learn more about business planning with life insurance

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  • Fund Profile
  • Fund Performance
  • Unit Values
  • Chart
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  • Performance %
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  • 10 Year {{invescoOverlay.performanceData.perfValueTenYear}} 0
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  • Daily as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.lastUnitValueDate}} unit value ${{invescoOverlay.funDetail.unitValueYesterday}}
Export: PDF Excel
Risk Disclosure(s)
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Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates.

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