Solutions for your Business

In the event of a death, disability or resignation of a key employee or a future change in management, would your business be as successful as it is today?

Key employee benefits and protection can help you prepare for the unexpected. And, to make sure your business exists in the future the way you want, we'll help you plan for that, too.

Buy-sell and business transfer strategies for closely held companies

A formal agreement established by and between business owners, family members, key employees or other third parties helps keep your business going if there's a death, disability or retirement of an owner. I can help you with funding the agreement. Life and disability buy-out insurance can help reduce the financial strain on remaining owners.

Key employee benefits

Recruit, reward, retain and retire the key employees whose performance most affects the success of your organization. Key employee benefits can help you help them. These plans can provide additional benefits and/or help them make up for benefits lost due to plan limitations or government restrictions. These plans create more engaged and loyal employees, and they are a great recruiting tool, too. 

Key person protection

Protect the integrity, cash flow and ongoing success of your business from the loss of a key employee due to death, disability, or termination of employment. Key person insurance helps the business overcome additional expenses associated with recruiting and training a replacement