For Business Owners and Key Employees
These concepts are frequently used by business owners to help them provide solutions to the following business initiatives that will:
- Protect, preserve and guarantee the continuity of the business legacy that they have built
- Recruit, reward and retain key employees
- Maximize retirement income
- Save money on taxes
- Leverage both personal and business assets
- Enhance net worth
Concepts and benefit programs available include:
- Buy/Sell Funding
- Key Person Insurance
- Executive Benefit Plans
- Supplemental Retirement Plans
- Estate Planning Needs
- Financed Life Insurance (for larger face amounts)
- Business Succession Plans
- Section 162 Bonus Plans
- Deferred Compensation Plans
- Section 412 (e)(3) Retirement Plans
- Business Debt Liquidation
For more details, please complete our information request form.