Business Solutions

Retirement Plans

  • 401k
  • Safe Harbor 401k
  • Simple IRA
  • Profit Sharing
  • SEP
  • Self Employed 401k
  • Defined Benefit
  • Voluntary Benefit Programs

Employee Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short and Long-Term Disability
  • Long-Term Care
  • Voluntary Benefit Programs

Executive Benefits

  • Deferred Compensation Plans
  • Defined Benefit Plans
  • Private Split Dollar

Business Protection

  • Buy/Sell Agreement Funding
  • Cross Purchase Agreement
  • Key-Man Insurance
  • Business Overhead Protection
  • Disability Buy-Out Protection

Business Succession

  • Pre and Post Death Planning

 

 
 

Have A Question?







Thank you! Oops!

Recommended Content

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.