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Executive Benefit Strategies

Many companies are looking for ways to attract, retain and reward their key team members and executives. Our Executive Benefit Team can provide guidance and expertise in creating customized strategies to meet your long term objectives through the use of the following strategies:

  • Key Person Life and Disability Coverage
  • Executive Long Term Care Insurance
  • Endorsement Split Dollar Arrangements
  • Section 79 & Section 162 Bonus Plans
  • Captive Insurance Company Design*

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Business Continuation Plans

We can help construct succession plans that give Corporations and Business Owners tools to help meet all of their goals and proper solutions when a need arises. Some of those areas are:

  • Succession Planning
  • Buy-Sell Trusts & Funding
  • Buy-Sell Disability Insurance

To speak with one of our valued team members call 800.936.1752 or submit your question in the box to the right.

*Creation of the Captive Insurance Company subsidiary is arranged by an independent third party specialist.