Employer Solutions

Three Areas of Need:

Most companies face three basic concerns about ownership and key employees that require advance planning.

  1. Protecting the operating team of your business – the human capital component
  2. Preparing for ownership transition – the continuation of your business
  3. Providing for outstanding talent – recruiting, retaining and rewarding key people

Click on the video below to learn about attracting and retaining key employees:

Buy Sell Financing
Executive Compensation
Key Person Benefit
Supplemental Executive Retirement Plan (SERP)

Please schedule a 15-30 min chat to learn more about this program (click on button below)