Strategies for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Group Insurance

Health Insurance

Long-Term Care Insurance

Disability Income Insurance

Life Insurance

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

Financial Planning*

Employee Financial Planning

Educational Seminars

Executive Benefits

Bonus Plans

Deferred Compensation Plans

Split Dollar Plans

Group Carve Out

Business and Estate Planning

Buy-Sell Plan Funding

Non-Qualified Retirement Plans

401(k) Retirement Plans

Business Continuation Program

Key Person Coverage

Buy-Sell Agreements

Succession Planning

Business Overhead Expense

Disability Buyout

Employee Stock Ownership Plans (ESOP)