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Some of the following resources have been provided by our sponsors.  Providing this information is not an endorsement by Annie’s Project – Education for Farm Women of any products or services.

BUSINESS PLANNING:

Farm Credit – One Page Business Plan (blank)
Farm Credit – One-Page Business Plan (filled in)
Farm Credit – One-Page Budget Development Plan (blank)
Farm Credit – One-Page Budget Development Plan (filled in)
Farm Credit – One-Page Project Cost Analysis (blank)
Farm Credit – One-Page Project Cost Analysis (filled in)
Nationwide – Business Planning for Farms and Ranches
Nationwide – Employer Owned Life Ins – Pension Protection Act
Nationwide – Keeping Good Employees
Nationwide – Split Dollar Plans Using Life Insurance
Nationwide – Buy-Sell Insurance
Nationwide – Key Person Insurance

ESTATE PLANNING:

Nationwide – Current Estate Planning for Farmers & Ranchers
Nationwide – Estate Planning Client Guide
Nationwide – Installment Sale to Grantor Trust
Nationwide – Make it easy on your loved ones – organize your important information
Nationwide – The Role of Trusts in Estate Planning
Nationwide – Turn Your Land into a Legacy – LAYL Worksheet

INSURANCE GUIDES:

A Shoppers Guide to Long-Term Care Insurance
Nationwide – Protecting What Matters – Life Insurance Quick Reference
Nationwide – Protecting What Matters Most – Life Insurance Quick Reference NFM-1130M3
Nationwide White Paper – What You Should Know When Choosing Long-Term Care with Life Insurance
Nationwide – Long Term Care – Conversation Guide – Talking to Family
Nationwide – Long Term Care Planning – Your 5-Minute Guide – Planning Your Future
Nationwide – Long Term Care Planning – Your 5-Minute Guide – Chinese
Nationwide – Long Term Care Planning – Your 5-Minute Guide – Spanish
Nationwide – Long Term Care Rider on Your Life No-Lapse Guarantee SUL II
Nationwide – Long Term Care Rider – Take Control of Your Future

NATIONAL RISK MANAGEMENT LIBRARY:

University of Minnesota National Risk Management Library

RETIREMENT PLANNING:

Nationwide – What Will Your Retirement Look Like – Insurance Based Income Solution
Nationwide – Insurance Based Income Solution
Nationwide Retirement Institute – Health Care White Paper
Nationwide Retirement Institute – No Plan for Long-Term Care
Nationwide Retirement Institute – Social Security – How Working Affects Your Benefits
Nationwide Retirement Institute – Social Security Quick Reference Guide
Nationwide Retirement Institute – Health Care Costs in Retirement

TAXES:

Nationwide – Application of the new IRA 60 day Rollover Rules
Nationwide – Extended IRA Quick Reference Guide
Nationwide – IRA Tax Guide
2015 IRS Publication-575

TRANSITION PLANNING:

Nationwide White Paper – The Discussion Families Can’t Afford Postponing – Long Term Care
Nationwide – Harvesting Family Harmony – NFM-15238A0.1
Identifying and Managing Risk – LAYL
LAYL Planning Guide Workbook LAM-1926AO3

 

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