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Business Planning

Business owners share many strong characteristics that have enabled them to create successful businesses. They are passionate, organized, driven, hard working and caring. We partner with businesses to help them protect the things they love and care about the most – their families, employees and business. Below are some of the things we can assist you with to strive to protect your business:

Corporate Risk Management

  • Key Person Coverage
  • Disability Income Insurance
  • Student Loan Protection Option on Disability Insurance
  • Business Reducing Term to Cover Business Loans

Executive Compensation Programs

  • Tax Qualified Plans
  • Non-Qualified Deferred Compensation
  • Tax Sheltered Annuities
  • Retirement Funding choices

Business Continuation & Exit Strategies

  • Buy-Sell Agreements
  • Exit Planning