Business Planning
Secure your business and your family
Many people depend on your business – your family, your employees and your customers. It’s important to make sure it will survive for generations to come – no matter what life throws your way. Whether your business is new or established, working together we can plan to protect your business today and well into the future.
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Business Planning
As a business owner, we can help you protect your family and business in case of the premature death, disability or retirement of you, a partner or a key employee. It's natural for you to have questions. Let us help you answer them.
Business planning
Benefits of a Buy-Sell Agreement
Buy-sell agreements can be extremely beneficial, especially for a small or family-owned business. If structured properly, they can address and help eliminate potential problems or issues before they arise.Learn more
Business planning
How Can a Cross-Purchase Buy-Sell Agreement be Funded With Life Insurance?
See an example of how two business owners establish a cross-purchase buy-sell agreement funded with life insurance.Learn more
Business planning
Reward Your Employees and Benefit Your Business
An executive bonus plan is a flexible and discretionary plan that can be a simple and cost-effective way to provide a tax-deductible benefit to a key employee. It is a basic arrangement where the employer makes the premium payments for a life insurance contract owned by the employee.Learn more
Business planning
What is Your Business Worth?
The first step in planning for the continuation of your business is determining the value of your business ... what your business is worth today and what it will be worth in the future. Your business continuation plan should reflect this potential growth and the effects inflation could have on its future value.Learn more