This course analyzes the many types of programs used to provide benefits for executives of business firms. It discusses plan design and installation and reviews ERISA, tax and other compliance issues that apply to each type of program.

This concise and focused study guide covers:

• Cash-compensation planning
• Nonqualified deferred-compensation plans
• Funded deferred compensation
• Restricted property plans
• Stock options
• Split-dollar life insurance plans
• Disability income benefits
• Executive fringe benefits
• Health reimbursement arrangements
• Limits on golden parachute payments

You will also receive a Bonus Book containing:

• Definitions of Key Words and other relevant definitions
• Sample Diagnostic Exam
• Answers to Sample Exam (with explanations!)

Our materials summarize and outline the fundamental concepts of the program, and provide you with to-the-point, time-saving executive summaries to maximize your learning, retention, and pass rates.

In fact, surveys from our customers demonstrate the exceptional value of our program. Specifically, candidates report that:

• Our Course Guides covered virtually everything on their exams
• They spent significantly less time preparing for their exams
• They attained much higher pass rates - 97.0% - compared to other preparation methods!

Testimonials

Burnham's preparation materials have played a key role in helping me to prepare for several exams. Ray's materials help you to organize all of the information and help you to focus on the critical points. This method has helped me to learn the material more effectively ... at a much faster pace. Ray is passionate about his work, and he unequivocally guarantees that you will be satisfied. Thanks for caring Ray ... you and your materials are AWESOME!!
- Charles Boornazian

Even though I did read and reread the AICPCU text, there is no doubt in my mind that I would not have passed the exam without the assistance you provided.
You broke the chapters down into understandable terms.
That alone made the concepts of risk financing finally sink in. I can't thank you enough.
Jerry Walthour, ARM-P

The INS 23 is the 3rd course that I'll be using your study guides with. I'm HOOKED!!! I appreciate the way you explain the material in layman's terms. Since you have made it easier, I'm looking forward to possibly delving into some other applicable courses as well. Thanks again!!!!
- Mary Malone

Note: This course is an elective for the ChFC® and REBC® Programs. It may be taken independently for professional development or in conjunction with other courses to earn the ChFC, or REBC designations. Click on any of these hyperlinked items for a full description of that designation.