Safeguard the Value of Your Business// "Buy time" if you or your key employee dies or is too sick to work // Fund your buy/sell plan to ensure smooth business continuation // Carve out benefits for key executives to help attract and keep them // Carve out a retirement plan just for your executive team // Carve out life and/or disability insurance just for your executives // Cover your overhead if you become too sick to work |
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As an independent firm, we are not affiliated with or beholden to any carriers.
Business Protection
PROTECT YOUR BUSINESS VALUE SO YOU CAN GET A HIGHER PRICE FOR IT LATER
If you are a business owner, your business is likely the most valuable asset you own.
This means that the value of your business, and getting paid what it's worth when you sell it, is enormously consequential to meeting your retirement and legacy goals.
It can literally mean what you can and can't afford in retirement and how much you are able to leave to your children, grandchildren and/or charities. Thus, it's well worth your time and energy to protect the value of your business.
This means that the value of your business, and getting paid what it's worth when you sell it, is enormously consequential to meeting your retirement and legacy goals.
It can literally mean what you can and can't afford in retirement and how much you are able to leave to your children, grandchildren and/or charities. Thus, it's well worth your time and energy to protect the value of your business.
"BUY TIME" IF YOU OR YOUR KEY EMPLOYEE DIES OR BECOME TO SICK TO WORK
Life and disability insurance can help your business survive if you or your key employees dies or becomes too sick to work.
The money allows your business to "buy time" and gives your business the best chance to avoid financial ruin and continue with minimal disruption.
The money allows your business to "buy time" and gives your business the best chance to avoid financial ruin and continue with minimal disruption.
HAVE CASH TO BUY YOUR PARTNER OUT
Life and disability insurance provide you with tax-free money to buy your partner out when they retire, or if they die or become too sick to work.
The money enables you to fulfill your promises as set forth in the buy-sell agreement. This gives your business the best chance to avoid financial ruin and continue with minimal disruption.
The money enables you to fulfill your promises as set forth in the buy-sell agreement. This gives your business the best chance to avoid financial ruin and continue with minimal disruption.
ATTRACT AND KEEP KEY EMPLOYEES WITH A ROBUST COMPENSATION PLAN
It's fair to say, and experts agree, that the single most important value driver of your business is a strong and loyal management team.
So it pays to attract, motivate and retain your key executives. To this end, you can provide them with a robust compensation package with executive benefits superior to what your competitors may offer.
So it pays to attract, motivate and retain your key executives. To this end, you can provide them with a robust compensation package with executive benefits superior to what your competitors may offer.
