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 — 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.