Business Solutions

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