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Financial Concepts
We have provided a list of downloadable concepts that cover a multitude of planning areas. We believe in education. These concepts will provide you with some brief over view about the concept. We encourage you to sit down with us for a financial review to find out which concept might work best and how to implement it. 

Call us at 800-588-0558
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Personal Financial Strategies

Income Protection
  • How Much Will You Earn in a Lifetime?
  • Capital Needed to Replace Earning Power
  • Personal Financial Security Needs
  • Odds of Dying (Male)
  • Odds of Dying (Female)
  • How Much Life Insurance Do I Need?
  • If Disability Strikes
  • Sources of Funds During a Critical Illness
Education Strategies
  • Approximate Undergraduate Costs
  • Impact of Inflation on College Costs
  • Education Funding Option
  • Education Tax Incentives (Overview)
  • Education Savings Account Basics
  • Qualified State Tuition Program Basics
Wealth Strategies
  • How Much Will You Earn in a Lifetime?
  • Managing Your Finances
  • Tax-Favored Retirement Savings
  • Deferred Annuity in Action
  • Life Expectancy After Retirement
  • Income Annuity Solution
  • Regular IRA vs. Roth IRA...A 2014 Comparison
  • A TDA Solution
Retirement
  • Financial Independence at Retirement
  • Importance of Planning for Retirement
  • Capital Required at Retirement
  • The Price of Delaying Retirement Savings
  • Odds to Living to Retirement at Age 65 (Male)
  • Odds to Living to Retirement at Age 65 (Female)
  • Important Facts About Social Security Retirement Benefits
  • Hypothetical Pension Benefit Results
  • Long-Term Care...Did You Know?
  • Need for Long-Term Care Insurance
Charitable
  • Wealth Replacement Trust in Action
  • Charitable Remainder Trust in Action
  • Charitable Lead Trust
  • Charitable Gift Annuity or Pooled Income Fund
  • Split-Interest Charitable Gifts
  • Retirement Plan Assets
Estate
  • The High Cost of Dying
  • Estate Shrinkage in Action
  • Estate Shrinkage Profiles
  • Estate Tax Flow Chart
  • The Estate Analysis Process
  • Paying the Estate Tax Bill
Business Strategies 

Small Business Ownership
  • Corporate Federal Income Taxation
  • Odds of Dying
  • Odds of Becoming Disabled
  • Business Continuation Planning
  • Business Protection Planning
  • Executive Benefit Planning
  • Employee Benefit Pyramid
  • Menu of Services
Business Continuation
  • Assisting a Key Employee to Fund an Insured Buy-Sell Plan
  • Insured Buy-Sell Plans Comparison for Partnerships
  • Insured Buy-Sell Plans Comparison for Corporations
  • Insured "Wait-and-See" Buy-Sell Plan
  • Three Ways to Fund a Section 303 Stock Redemption Plan
  • Four Ways to Fund a Buy-Sell Plan
  • Four Ways to Fund a Disability Buy-Sell Plan
Business Protection
  • Key Employee Indemnification Insurance Plan In Action
  • Business Loan Insurance Plan In Action
  • Business Overhead Expenses Protection In Action
Employee Benefits
  • For Use with Employers:
  • The Employee Benefit Pyramid
  • Employee Benefit Action Checklist
  • Health Savings Account in Action
For Use with Employees:
  • Health Savings Accounts
  • Health Savings Account in Action
Executive Benefits
  • The Reverse Discrimination of Qualified Retirement Plans
  • Executive Bonus Plan In Action
  • Insured Death Benefit Only Plan In Action
  • Business Split-Dollar Life Insurance Plan In Action
  • Split-Dollar Life Insurance Plan Premium Variations
  • Group Carve-Out Plan In Action
  • Insured Disability Salary Continuation Plan In Action
  • Deferred Compensation Plan In Action
  • Selective Executive Retirement Plan In Action
Who Are We
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Our Planning
  • Our Planning
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Annuities
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Insurances
  • Health
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Get Educated
  • Educational Books
  • Retirement Education
  • Income For Life
  • Social Security
  • Rule of 100
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TAX and LEGAL DISCLOSURE
Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

WEBSITE CONTENT
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information..

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