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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.

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

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

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

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