Corporate/Executive Benefits and Business Succession Planning


Finance Forward team with Kalen Baxter and Thomas Brown


  • Assessment of needs
  • Explain products and design strategies that make sense to you
  • Initiate or review exit strategies for retirement, death or disability (Buy Sell Agreements, bequests to heirs and other methods)
  • Review and recommend techniques for retention of key personnel
  • Provide implementation of recommendations
  • Personalized claim management service
  • Key Person Insurance
  • Disability Life Insurance


It is a lot — we understand how complex benefit design and implementation can be. Our back office is deep! We work with several firms and vendors who provide quality products and assist with case design.