Toolkits for Financial Professionals: For Your Business and Business Owner Clients

Employee Benefits

• Visit the Planning Center for Businesses to:
  • Measure your company's employee benefits against industry averages and the latest 10 Best winners
  • Get a checklist that outlines best practices for employee benefits programs
  • Get the latest best practices guide that outlines ways you can meet employee benefits challenges
• Retirement Plans
  • Retirement Trends: The Total View 2011 Report

Tools and Education for Employees

• Retirement Planning
  • Retirement Planning Calculator: Help clients evaluate retirement goals and develop a clear plan
• Life Insurance
• Life Insurance Calculator
• Step-by-Step Guide to Life Insurance (PDF: 3.4 MB)
• Disability Insurance
• Disability Income Insurance Calculator
• Step-by-Step Guide to Disability Income Insurance (PDF: 844 KB)

Benefits for Business Owners

• Trends in Key Employee Benefits:
  • Business Owner Market Study: How Priorities Align with Practices (PDF: 283 KB)
• Retirement Planning
  • Executive Benefit Solution: The Retirement Gap (PDF: 265 KB)
  • Executive Benefit Plan Comparison (PDF: 156 KB)
• Retirement Income Concepts Guide (PDF: 170 KB)
• Life Insurance
  • Life Insurance Calculator
  • Step-by-Step Guide to Life Insurance (PDF: 3.4 MB)
• Disability Insurance
• Build a solution to protect your employees (PDF: 286 KB)
• Disability Insurance Retirement Security (PDF: 126 KB)
• Council for Disability Awareness Employer Resource and Information Center Web site
• Protection for key employees (PDF: 378 KB)
• Disability Income Insurance Calculator
• Step-by-Step Guide to Disability Income Insurance (PDF: 844 KB)
• Business Owner Financial Priorities
  • Business Owner Priorities Checklist (PDF: 400 KB)

Business Exit Planning

• Business Valuation
  • Exit Planning: Resolving the Problem of Business Valuation (PDF: 175 KB)
• Buy-Sell Review
• Get more information about the free Buy-Sell Review service
• Business Owner Summary (PDF: 713 KB)

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