Business Planning
BUSINESS SUCCESSION PLANNING
Your customers and employees depend on your business running seamlessly well into the future. Buyouts, unexpected illness or disability, and death can disrupt what you have worked so hard to build. Our team takes a comprehensive approach toward understanding how your business operates from the top down. We use these insights to work with your accountant and attorney to craft a business succession plan that protects your business and financial well-being.
KEY PERSON COVERAGE
As a business owner, what would happen to your operation in the event of a key employee’s death or disability? Your key employees are those special people with such unique skills and talents that they contribute greatly to the financial success of your business. Key person insurance can help a company survive the death or disability of either the business owner or a key employee. With the insurance proceeds, the business can offset lost income or find and train a replacement hire.
GROUP LIFE AND DISABILITY
Providing your employees with a competitive group life and disability plan is a great way to maintain loyalty while attracting the best applicants. Whether your business requires a complex group plan for a large number of employees or you are a small operation that needs basic group coverage, we are committed to saving you money while keeping your employees satisfied. Group benefit plans make your company more attractive for recruiting while maintaining the happiness of your current staff.