Strategies For Business'

1. Group Insurance

• Health Insurance
• Long-Term Care Insurance
• Disability Income Insurance
• Life Insurance

2. Financial Planning

• Employee Financial Planning
• Educational Seminars

3. Business Planning and Estate Planning Services

• Buy-Sell Plan Funding
• Non-Qualified Retirement Plans
• 401(k) Retirement Plans

4. Retirement Plans

•  Individual Retirement Accounts (IRAs)
• Simplified Employee Pension Plans
• SIMPLE Plans
• 401(k): Owner 401(k), Roth 401(k)
• 403(b)(7) (non-contributory)
• 403(b)(1)
• Pension/Profit-Sharing
• Keoghs
• 412(E) Plan

5. Executive Benefits

• Bonus Plans
• Deferred Compensation Plans
• Split Dollar Plans
• Group Carve Out

6. Business Continuation Programs

• Key Person Coverage
• Buy-Sell Agreements
• Succession Planning
• Business Overhead Expense
• Disability Buyout
• Employee Stock Ownership Plans (ESOP)