Buy-sell funding
Cost effective funding of shareholder agreement.
Key Person Protection
to provide tax-free dollars to offset financial loss arising from the death or disability of a key employee.
Business Loan Protection
to provide tax-free dollars to repay business loans/lines of credit in the event of death or disability of an owner or key employee.
Business Transfer
to provide tax-free dollars to properly fund the buyout of shares in the event of death or disability of a partner.
Enhanced Retirement Program
a tax effective way for your company to benefit from corporate owned life insurance policies
Business Succession Planning
Successful transfer of business to the next generation.
Our services include:
- Needs analysis
- Plan Design
- Plan Implementation
- On-going management