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.