| 1. FAMILY SECURITY
|
|
| 2. INVESTMENTS |
- Local and off-shore
- Unit Trusts and Assurances
- Cash and liquid
- For emergencies |
| 3. RETIREMENT PLANNING |
|
| 4. TAX SAVINGS |
|
| 5. COLLATERAL SECURITIES |
- Home Mortgage Bond and Overdraft |
| 6. BUSINESS SECURITY |
- Partnership assurances and
agreements
- Key person assurance (collateral securities)
- Pension and Provident funds
- Staff retention projects (salary structures)
- Deferred Compensation |
| 7. DISABILITY |
- Loss of earnings from accident
and illness
- Dread Disease (Cancer, stroke, paraplegia, etc. |
| 8. LOSS of SPOUSE’S INCOME |
- from death or disability |
| 9. ESTATE DUTY |
|
|
10. WILLS AND TRUSTS
|
- Executorships
- Trusteeships |
