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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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.
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.
Reward Your Employees and Benefit Your BusinessAn 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.
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.