What We Do
Protect
Key Person Protection (Life, Disability, Long Term Care Insurance)
High Income Disability Insurance and Executive Carve Out Plans
Employee Benefits (Group Insurance Plans & Supplemental Plans)
Business Overhead Expense & Loan Protection
Captive Insurance Company
Save
Energy Procurement Savings for Business
WOTC (Work Opportunity Tax Credits)
ERTC (Employee Retention Tax Credits)
Employee Turnover
Retire
Business Owner / Executive Carve Out Plans
Cash Balance Pension Plans
Exit
Buy-Sell Agreements
Buy-Sell LLC
ESOP
Captive Insurance Company
*Serving Business Owners, Companies,the Self-Employed, and Individuals.