Corporate / Executive Benefits and Business Succession Planning

  • 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 of stuff—we understand how complex benefit design and implantation can be. We also understand being there afterwards. Claims management assistance is a key differentiator among consulting companies. There are many sales people to get a product for you, however few are there when life gets sticky to guide you through the tough times as well. Our back office is deep! We work with several firms and vendors who provide quality products and assist with case design.