The Experience to Help You Grow

Whether your company is a start-up with few employees, or large and well-established, you can offer attractive group benefit packages to your employees with a range of coverage including life insurance, health, dental and more.

Pension plans are a great way to help attract and retain employees. With more options and plan types than ever before, we can help you understand which option is best suited for your business and your employees.

We can design a HCSA program to meet the needs of your employees and complement your current group benefits program — all the while being able to control the cost outlay to the business.

A buy/sell agreement insurance strategy determines what will happen to the shares of a business owned by a partner who passes away.  Together, we’ll explore the options and build the right solution for your business.

We can design a strategy to protect you in your business partnerships, for example, with insurance contracts to compensate for losses arising from the death or extended incapacity of an important member of the business.

Planning for the succession of your business can be very complicated. We work to educate and assist business owners on how to successfully accomplish the transition process in a tax-effective way.

Buy/sell disability insurance policies can be used to provide funds to one or more business owners to purchase the shares of the disabled partner or shareholder. A disability buy/sell insurance policy provides the funds used to complete the buy-out, while ensuring a fair price to the disabled shareholder or partner.