Corporate Benefits

Prioritize your Business needs

 

"What makes you want to turn the lights on at night?"

 

 

Exit planning – Have you established a definite time period to transfer your business to a specific party at an established price?

 

Employee benefits cost rising – In the confusing world that has become Healthcare and Pensions companies struggle to find the right mix of employee satisfaction and cost. Are your employee benefits becoming your biggest expense?

 

Wealth transfer – Is your will/trust current and does it accurately reflect how you want your assets distributed?

 

Retirement income – Are you or your key employees able to set aside enough money for retirement, considering the limited amount of contributions that can be made to a qualified plan?

 

Survivor income – Will your spouse and beneficiaries be able to maintain their desired standard of living after your death?

 

Business protection – In the event of a death, the resignation of a key employee or a future change in management, would your business be as successful as it is today?

 

Income protection – Upon an accident or severe illness, would you be able to meet present financial obligations based on your expected income during that stressful time?