Our Executive Benefits division has over three decades of experience with financial services and the insurance industry. They focus on the ability to design and implement programs for creating, protecting, and transferring risk for highly compensated individuals and business owners.
These programs include and are not limited to;
- Estate and business succession planning that incorporates life insurance
- Disability income replacement plans
- Income for life planning
- Long-term care insurance for those actively employed and retirees
- Key person and buy sell planning
- Retirement plans IRA, SEP, 401K and Defined Benefit plans
- Premium Financed Life Insurance