If you are like many of our clients, your business represents a large part of your net worth and a large part of your life. We offer business solutions for the owners and key executives, and we offer solutions for your employees as well:
Business Owner and Key Executive Plans
Key Person Indemnity Plans
Buy-Sell Strategies and Funding
Executive Bonus Plans
Supplemental Retirement Programs
Deferred Compensation Arrangements
Executive Carve-Out Plans for Life and Disability
Financial Planning for Owners and Key Executives
Employee Plans
Group Health, Life, Long Term Disability Plans
Voluntary Life, Critical Illness, and Accident insurance
Retirement Plans (SEP, SIMPLE, 401k, Profit Sharing, Defined Benefit)
Multi-Life Discounted Disability Income and Long-Term Care Coverages