Business Planning

Using a team approach, we work with business owners and management to help protect your business investment, to create programs to attract and retain valued employees, and to enable the business to provide additional benefits to the owners and valued executives.

Some of the solutions we offer are as follows:

Protecting the business

  • Buy/Sell Planning
  • Key Person Coverage
  • Business Overhead Expense Insurance
  • Succession Planning
  • Exit Strategies

Attracting and Retaining Valuable Employees

  • Group Life Insurance
  • Group Disability Insurance
  • Group Health Insurance
  • 401(K) Plans/Pension/Profit Sharing
  • Supplemental (Wrap) Disability Program

Additional Programs for Owners/Executives

  • Deferred Compensation/Salary Continuation Plans
  • Split Dollar Plans
  • Executive Bonus (Section 162) Plans
  • Estate Planning
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