If you said yes to any of these items, click here for a free no obligation consultation

Executive and Corporate Business Solutions

• Key employee and executive life insurance
• Use of qualified plan assets to purchase life insurance
• Restricted executive bonus

Tax Qualified Plans for Executives and Key Employees

• Defined benefit plan with life insurance
• Life insurance retirement plan
• Nonqualified deferred compensation

Planning for The future of your business

• Buy/Sell agreement planning and funding
• Buy/Sell agreements(Cross-Purchase, Entity Purchase, One Way, Wait and See)
• Buy/Sell audit

Providing important benefits for you and your employees

• Retaining and recognizing employees
• Life, disability income, and long-term care insurance
• Retirement plan evaluation

Maintaining your business

• Business overhead expense insurance
• Tax minimization for independent business owners
• Supplemental benefits for key employees

Insurance planning

• Preparing for premature death or disability for business owners and key employees
• Complete audit of executive benefit insurance plans
• Long-term care as a selective benefit

Non-prophet organization’s

• Reducing the cost of capital by 30-50%
• Cost effective executive benefits
• Risk assessment

If you said yes to any of these items, click here for a free no obligation consultation