BUSINESS STAGES

Working with you at every stage of your business

Executive Benefits

Attracting and retaining key employees is an important issue for many businesses. Providing innovative benefits and compensation plans are keys to rewarding and retaining these individuals.

Providing valuable and innovative employee benefits  to retain key individuals.

  • Key Employees
  • Executives
  • Business Owners
  • Shareholders

Reward Key Employees

Retain Key Employees and Shareholders

Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die

Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die

Group Benefits

By offering you and your employees the health benefits, you can protect your employees, protect your business, maintain productivity, attract and retain key talent and provide tax efficient compensation.

  • Protect your Business
  • Protect your Employees
  • Maintain Productivity
  • Attract and Retain Key Talent
  • Business Owners
  • Employees
  • Shareholders
  • Executives

– We review your  business, employees and your budget to tailor make a solution that aligns with your goals to provide the best protection for your company.

Business Succession

Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security

Addresses all eventualities including the possibility of death, critical illness or disability of a business owner.

      • Key Person
      • Shareholder
      • Buy Sell Arrangement
      • Business Loan/Overhead Risk

 Value of your business can represent a substantial source of income in retirement, therefore proper succession planning can ensure that the risks to your lifestyle in retirement is minimized.

If your hope is to have your business continued by one or more family members, then you will likely need to coordinate your business plan with your estate plan and explore any tax deferral opportunities.

Any unforeseen events could lead to problems in your business without proper planning. Advanced planning can ensure that you, your business and family are protected.

Business Continuation Planning

Many business owners depend on their business to provide income, security and in some cases, a legacy for their family.

Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business.

      • Key Person
      • Shareholder
      • Buy Sell Arrangement
      • Business Loan/Overhead Risk

Retain Key Employees and Shareholders

Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die

Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die

GET IN TOUCH NOW

To make requests for further information, fill out the form