Using a team approach, we work with business owners and management to help protect the 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.

business solutions

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
  • Group Long Term Care Insurance
  • 401(k) Plans/Pension/Profit Sharing
  • Simple IRAs
  • Voluntary Payroll Deduction Plans
  • Supplemental Individual Disability Income Insurance
  • Cafeteria Plan (Section 125)

Additional Programs for Owners/Executives

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