Wednesday, 11 March 2015 18:34
If you are a business owner, then we should talk.
I specialize in working with business owners.
Some of the areas where I can help you:
- Buy/Sell Agreements & Funding - Avoid unnecessary litigation, minimize transfer costs
- Key Person Insurance - Protect your bottom line from the loss of a key employee
- Business Debt Coverage - Life, disability, & critical illness insurance to cover an SBA loan
- Retirement Plans - A 401(k) or Pension Plan
- Employee Benefits - Voluntary life, disability, and other supplemental coverages
- Nonqualified Plans - Highly discriminatory benefit plans for owners, managers, and other key people
If you would like to speak with a consultant about business planning, call (800) 680-5596 or complete the form below.