Executive Benefits

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 Navigating the responsibilities of running a business amidst life's demands can be overwhelming. Engaging in extensive research on insurance and business planning may not align with your priorities or prove to be the most financially prudent use of your time. Numerous business owners have placed their trust in us, allowing us to guide them towards strategies that enhance their business operations.

With access to a diverse array of products and partnerships with industry-leading carriers, we are uniquely positioned to identify the most cost-effective solutions tailored to your specific needs and objectives. Allow us to serve as your dedicated experts, safeguarding the business you've diligently built with our comprehensive expertise.

PERSONAL NEEDS

Family Protection

• Life Insurance
• Long-Term Care Insurance
• Estate Conservation
• Charitable Giving Strategies

Wealth Accumulation Strategies

• Mutual Funds
• Annuities
• Traditional/Roth IRA
• Education Funding Strategies
• Retirement Funding Strategies 

BUSINESS NEEDS

Business Continuation Strategies

• Business Loan Protection
• Business Overhead Insurance
• Disability Buyout
• Executive Benefit Strategies
• Key Employee Insurance

Executive Benefit Staratgies

• Deferred Compensation
• Split Dollar/Bonus Plans
• Supplemental Executive Retirement Plans
• Corporate-Owned Life Insurance

Tax-Qualified Retirement Plans

• 401 (k)
• Profit Sharing
• Defined Benefit
• Simplified Employee Pension (SEPs)
• SIMPLE IRA