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Business Planning Services

Buy-Sell Funding

A buy/sell agreement, also known as a buyout agreement, is a contract funded by a life insurance policy that can help minimize the turmoil caused by the sudden departure, disability or death of a business owner or partner.

 

Key Person Insurance

Key Person Insurance is a life insurance policy that a company purchases on a key employee's life. The company is the beneficiary of the plan and pays the insurance policy premiums. This type of life insurance is also known as "key man insurance," "key woman insurance" or "business life insurance."

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Group Supplemental Insurance

These products can help with recruitment and retention of qualified employees, and include voluntary supplemental policies such as dental, vision, cancer, and accident to name a few. 

Buy-Sell Funding
Key Person Insurance
Group Supplemental Insurance
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