We offer an Array of Business Solutions

We are here to help.  With many years of combined experience and industry knowledge, we’ve seen it all.  We understand each client is unique and faces different challenges which is why we customize a plan just for you. 

Our products help protect your family, your retirement income, or your business, and when developing your customized plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.

Young Businesswomen

Succession Planning

You can’t plan for disaster, but you can ensure your business’ continuity and growth in the face of the unknown. We are here to help you maximize the value of your business.

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Key Person

Protecting that key employee is imperative to your business.  Let us educate you on how to plan for the unexpected.

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Buy-Sell Agreements

The premiums are paid by the company, and if a stockholder dies, the death benefit is used by the surviving stockholders to "buy out" the shares belonging to the deceased's heir(s).

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Executive Bonus Plans

 An executive bonus plan is one in which an employer pays the premiums on a permanent life insurance policy owned by an employee. The Need Employers often seek additional incentives to motivate their executives, and an executive bonus plan provides that facility.

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Group Benefits

Offering your employees benefits helps to retain great employees and a positive environment.  Let us help you customize a plan that’s affordable and sustainable.