BUSINESS PLANNING

Your clients worked hard to create and build their businesses, and they need to put plans in place to protect it. We have the tools and experience to help you develop and implement those plans.

Our advisors can help ensure a smooth transition for retirement or other event, protect against the loss of key employees, perform a business valuation, create buy-sell agreements to eliminate potential future conflicts, and create other long term strategies to protect the business. 

• Business Protection
• Buy-Sell
• Key Person Insurance
• Business Succession Planning
• Business Valuation
• Exit Planning Strategies
• Worksite Voluntary Benefit Plans

Business life insurance protects the business due to unforeseen losses that may occur during the normal course of business. Business succession planning, buy-sell, key person insurance and a current business valuation are all important to a client’s business succession plan to ensure the business is properly protected.