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Business Planning

Protect your Business

Protect your Employees

Protect your Lifestyle

Solutions for your Business

Solutions for your Business

Buy-sell and business transfer strategies for closely held companies:
A formal agreement established by and between business owners, family members, key employees, or other third parties helps keep your business going due to a death, disability, or the retirement of an owner.

Key employee benefits:
Recruit, reward, retain, and retire the key employees whose performance most affects the success of your organization. Key employee benefits can help you help them.

Key person protection:
Key person insurance helps the business overcome additional expenses associated with recruiting and training a replacement.

Solutions for your Employees

Solutions for your Employees

Qualified retirement plans:
• 401(k)
• Traditional defined benefit
• Employee stock ownership plans

Group benefits:
Tailor group dental, disability, life, vision, and critical illness solutions to fit your needs. You can choose to pay all, part, or none of your employees’ benefits.

Key employee retirement benefits:
Your top people may be losing benefits due to government restrictions on qualified retirement plans.
• Bonus plans
• Deferred compensation plans