Case Studies | ILS Financial

These scenarios are built around the decisions that actually matter — not product discussions, but structural choices with long-term consequences.

Each collection covers a specific client profile, the decisions they face, and how the pieces interact. The goal is not to prescribe outcomes. It is to demonstrate how experienced planning approaches high-stakes, irreversible choices.

Military Officer Retirement

White Paper · 3 Scenarios Military Officer Retirement Case Studies Three officer retirement scenarios — SBP elections, TSP rollover decisions, survivor income tradeoffs, and the structural choices that determine long-term outcomes for senior military officers.
Case Studies · 3 Scenarios Reserve Officer Retirement Case Studies RCSBP election under the 90-day deadline, gray area pension optimization with NDAA 2008 early draw, and dual-career TSP/401(k) coordination with a missed USERRA claim.

Career and Income Risk

Business and Transition

Case Studies · 4 Profiles Veteran Business Owner Exit Risk Four veteran business owner profiles showing how military benefits stabilize households but don't protect against partnership gaps, minority illiquidity, or leveraged exit risk.

Decisions Have Context

These scenarios illustrate how planning works — but outcomes depend on your specific numbers, timeline, and benefit elections. A fit meeting is where we apply the framework to your actual situation.

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Case studies and scenarios are composites for illustrative purposes only. No names, identifying information, or specific client data have been used. Results shown reflect outcomes from the scenarios described and do not represent typical or guaranteed results. Advisory services offered through ILS Financial, LLC, an Investment Advisor in the State of Nebraska.