Life Insurance / Disability Plans
We focus on and create customized protection
and retention plans for shareholders, executives and individuals.
Shareholder protection plans
- Buy-Sell life insurance and lump sum disability buy-out coverage
Executive retention plans
- Deferred compensation plans
- Family protection plans in the event of death or disability
Key person indemnification plans
- Mitigates the financial risk to shareholders in event of the death or disability of a key person
Estate protection plans
- Estate tax plans
- Coverage for beneficiaries
Personalized life and disability insurance for individuals
- How to buy dollars for pennies
- Customized plans to meet the individual’s objectives such as a family income continuation in the event of death or disability and tax advantaged sinking fund for estate taxes