Small Business Network

 Our firm has representatives focused on the Small Business market in order to help people like you identify and succeed their small business goals.  These are just some of the things we do for small business owners:

  • Group Benefits: Medical, Dental, Disability Income Insurance and Life Insurance
  • Retirement Plans: 401(k), SEP, IRA
  • Buy-Sell Agreement Funding
  • Key-Person Life Insurance
  • Split-Dollar Insurance
  • Disability Income Insurance
  • Disability Buy-Out Plans
  • Tax Deductible Retirement Funding Strategies
  • Personal Estate Preservation with Corporate Dollars
  • Salary Continuation Plans
  • Personal Life Insurance
  • Business Mortgage Protection (through Life or Disability Income Insurance)
  • IRC Section 162 Bonus
  • Group Long-Term Care Insurance
  • Business Overhead Expense Insurance

Ask one of our representatives about the Employee Educational Workshops we do on-site!

 

Resources & Tools for Small Business Owners

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.