Broker Check

CORPORATE STRATEGIES

Employee Benefit Program

  • Health Insurance (Trad., HAS,HRAs)
  • Group Life
  • Group Dental
  • Group disability (STD & LTD)
  • 401K Plans, Pension and Profit Sharing
  • Simple IRAs
  • Non-Qualified Retirement Program
  • Payroll Deduction Plans

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Business Continuation Strategies

  • Key Person Insurance
  • Buy – Sell Strategies
  • Family Business Succession Strategies
  • Funding Option Analysis