Business Solutions
QUALIFIED RETIREMENT PLANS
We offer retirement platforms for small businesses with under 50 employees such as a full suite of 401k platforms, Executive Compensation.
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TAX PLANNING
Tax planning is an important part of wealth management. Our specialized team of professionals utilize planning techniques that are often overlooked by the general practitioner
KEY EMPLOYEE RETENTION
Our low-cost Key Employee Retention Strategy provides:Tax-free retirement income to your employees for life, a multi-million dollar tax-free death benefit for your employees’ families and can be offered to select employees.
BUY SELL AGREEMENT
A buy–sell agreement, also known as a buyout agreement, is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or is otherwise forced to leave the business, or chooses to leave the business.
KEY PERSON INSURANCE
A life insurance policy that a company purchases on a key executive’s life. The company is the beneficiary of the plan and pays the insurance policy premiums. This type of life insurance is also known as “key man insurance,” “key woman insurance” or “business life insurance.”
BUSINESS SUCCESSION PLANNING
is a process for identifying and developing new leaders who can replace old leaders when they leave, retire or die. Succession planning increases the availability of experienced and capable employees that are prepared to assume these roles as they become available. Taken narrowly, “replacement planning” for key roles is the heart of succession planning.
Addressing Potential Liability in Trust-Owned Life Insurance (TOLI) Management
If you are a trustee managing life insurance within a trust, you’re undoubtedly familiar with your responsibilities to ensure the trust’s objectives are met. However,
