Planning Applications

There are several benefit applications that can be
informally funded using CashStream.

• Enhanced Buy/Sell agreements – With CashStream, the insured does not have to pass away in order for the plan to create revenue and realize benefit.
• Employee Stock Option Programs (ESOP) Rescue – CashStream insurance products provide both a death benefit and an income stream to the company. This cash can then be used for buy-back provisions in underfunded ESOP plans.
• Large 162 Executive Bonus Plans or 162 Plan Variations
• Informally accessed funding for non-qualified plans
• Post-retirement health care benefits
• Liquidity to fund GASB23/45 and FASB87/106 funding short falls
• Increased capital base for large family trusts