Key Strategies

Please browse Excalibur Executive Planning Inc. Key Strategies blog below. If you have any questions, please feel free to contact one of our experienced advisors.

Thank You,

Excalibur Executive Planning Inc.


Corporate Estate Transfer / Corporate Bond / Capital Dividend Account (CDA)

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Corporate Leveraged Insurance Strategy / Living Buy-out

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Key Person
Client Profile
Solution Opportunity

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Buy-Sell / Shareholders Agreement / Corporate Succession Planning

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Split Dollar

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Insured Retirement Strategy

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Insured Annuity / Back to Back

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Family Wealth Transfer / Cascading Insurance

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Estate Preservation Strategy

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Income Replacement Strategy

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Charitable Giving Strategy

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Estate Equalization Strategy

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Cottage Preservation Strategy

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Insured Pension Transfer Strategy

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

European Lending Strategy Protection

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)

Operating Line or Lease Payment Protection

Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)
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