Broker Check

Clients: Business Planning

Business Protection Planning

  • Buy-sell arrangements & funding options
  • Business evaluation
  • Business overhead expense
  • Key-person insurance

Business Succession Planning

  • Closely-held businesses
  • Estate equalization
  • Trusts and gifting strategies

Employee Benefits Planning

  • Group Insurances: Life, Disability, Accidental & Critical Illness, Medical
  • 401K, SIMPLE IRA, SEP IRA
  • Deferred compensation plans
  • Pension and profit sharing plans
  • Executive bonus plans