Services forBusiness Owners
➤ Assessing your business' needs to maximize retirement contributions for owners➤ Construct retirement plans to help retain and attract employees
➤ Conduct periodic meetings with plan participants➤ Help facilitate employee transactions, such as enrollment, disbursements, loans, etc.
➤ Coordinate Buy/Sell agreements for business owners with legal advisors➤ Implement funding through life and disability insurance policies➤ Ensure beneficiaries and owners of insurance policies are consistent with legal documents
➤ Work closely with business owners to help retain key employees through added benefits➤ Strategies include, but are not limited to: SERPs, RELPs, Stock Options
➤ Help businesses attract and retain qualified employees through benefit packages➤ Benefits include, but are not limited to: retirement plans, health benefits
➤ Provide insurance services for buy/sell agreement funding➤ Construct insurance solutions for protection of key employees, disabilities, death and overhead expense obligations