Access for Required Minimum Distributions | OLI_NEED_ACCESSFORRMD | 66 |
Asset Protection | OLI_NEED_ASSETPROTECT | 32 |
Asset Repositioning Analysis | OLI_NEED_ARA | 11 |
Bank Owned Life Insurance | OLI_NEED_BOLI | 44 |
Business Continuation | OLI_NEED_BUSCONT | 38 |
Business Expenses Cover | OLI_NEED_BUSINESSEXPENSE | 69 |
Buy/Sell | OLI_NEED_BUYSEL | 35 |
Cash | OLI_NEED_CASH | 1 |
Charitable Giving | OLI_NEED_CHARITABLE | 9 |
Corporate Owned Life Insurance | OLI_NEED_COLI | 45 |
Debt Payments | OLI_NEED_DEBTPAYMNT | 24 |
Deferred Compensation | OLI_NEED_DEFCOMP | 34 |
Education Funding | OLI_NEED_EDFUNDING | 4 |
Eliminate Fees | OLI_NEED_ELIMINATEFEES | 67 |
Employee Benefit | OLI_NEED_EMPLOYEEBEN | 46 |
Estate Conservation | OLI_NEED_ESTCONSV | 62 |
Estate Liquidity | OLI_NEED_ESTLIQUID | 47 |
Estate Planning | OLI_NEED_ESTATE | 10 |
Estate Taxes | OLI_NEED_ESTTAX | 63 |
Executive Bonus (Section 162) | OLI_NEED_EXECBONUS | 37 |
Executive Bonus (Section 162) with restrictions | OLI_NEED_RESTRICTBONUS | 58 |
Family Income | OLI_NEED_FAMINC | 17 |
Family Income Cont. (Death) | OLI_NEED_FIC_DEATH | 2 |
Family Income Cont. (Disability) | OLI_NEED_FIC_DISABILITY | 3 |
Family Protection | OLI_NEED_FAMILYPROTECTION | 48 |
Farmer's Inheritance | OLI_NEED_FARMERINHERIT | 70 |
Final Expenses | OLI_NEED_FINALEXPENSE | 28 |
Food and Clothing | OLI_NEED_FOODCLTH | 22 |
Future Insurability Protection | OLI_NEED_FUTUREINSURABILITYPRO | 64 |
General | OLI_NEED_GEN | 19 |
Gifting | OLI_NEED_GIFTING | 8 |
Goal Attainment | OLI_NEED_GOAL | 6 |
Grantor Retained Trusts | OLI_NEED_GRT | 12 |
Group Carve Out | OLI_NEED_GRPCARVEOUT | 49 |
Growth | OLI_NEED_GROWTH | 29 |
Growth Investment | OLI_NEED_GROWTHINVST | 30 |
Guaranteed Issue Life Insurance | OLI_NEED_HOLI | 50 |
Health Insurance Supplement | OLI_NEED_HEALTHSUPPL | 31 |
Home Ownership Planning | OLI_NEED_HOMEOWN | 5 |
Housing | OLI_NEED_HOUSE | 20 |
Income Tax Deferral | OLI_NEED_INCOMETAX | 68 |
Insurance Premium | OLI_NEED_INSURANCE | 26 |
Investment Outlay | OLI_NEED_INVESTOUTLAY | 27 |
Juvenile Coverage | OLI_NEED_JUVENILECOVERAGE | 60 |
Key Person | OLI_NEED_KEYPERSON | 36 |
Loan Indemnification | OLI_NEED_LOANINDEMN | 39 |
Long Term Care | OLI_NEED_LTC | 13 |
Mass Marketing Life Insurance | OLI_NEED_MOLI | 51 |
Medical | OLI_NEED_MEDICAL | 25 |
Minimum Guaranteed Interest Rate | OLI_NEED_MINGUARINTRATE | 65 |
Mortgage Acceleration | OLI_NEED_MORT | 18 |
Non-working Spouse | OLI_NEED_NONWORKSPOUSE | 59 |
Older Age Coverage | OLI_NEED_OLDERAGE | 61 |
Other | OLI_OTHER | 2147483647 |
Pension Maximization | OLI_NEED_PENMAX | 14 |
Personal | OLI_NEED_PERSONAL | 52 |
Personal Loan between Individuals | OLI_NEED_PERSONALLOAN | 71 |
Qualified Plan | OLI_NEED_QUALPLAN | 53 |
Retirement Income Planning | OLI_NEED_RETIRE | 7 |
Simplified Employee Retirement Plan | OLI_NEED_EMPRETPLAN | 54 |
Sole Proprietorship | OLI_NEED_SOLEPROP | 55 |
Split Dollar | OLI_NEED_SPLITDOLLAR | 40 |
Structured Settlements | OLI_NEED_STRUCTSET | 15 |
Succession Planning | OLI_NEED_SUCPLAN | 56 |
Surety | OLI_NEED_SURETY | 72 |
Term Conversion | OLI_NEED_TERMCONV | 16 |
Transportation | OLI_NEED_TRANSPORT | 23 |
Trust | OLI_NEED_TRUST | 57 |
Unknown | OLI_UNKNOWN | 0 |
Utilities | OLI_NEED_UTILITY | 21 |