When creating a plan for your business there are many aspects to consider including the organization, the people and the business owner. There are also a range of immediate and future needs that should be addressed.
We offer a number of solutions to meet the needs of small to large companies including:
Employee Benefit Plans
Individual Pension Plans
Disability Income / Overhead Expense Insurance
Creditor Proofing Investments
Buy-Sell Funding / Shareholder Agreement Funding
Collateral / Key Person Insurance
Critical Illness Insurance
Please contact us directly for more information on Business Planning.