Businesses need to plan for calamity, and continue to run…

  • A scenic landscape featuring a large lake with turquoise waters, rolling hills covered in grass, and a backdrop of rugged mountains under a cloudy sky.

    Succession Planning & Retirement

    Succession Planning & Retirement goals get more important the older you get.

    Fully funded buy-sell agreements.

    Set up a 412(e)(3) Plan & give yourself a Defined Benefit “Pension.”

  • A modern house situated on a grassy hillside with snow-capped mountains in the background and cloudy sky above.

    Business Overhead Expenses & Disability Insurance

    If someone backed over you in the parking lot at the grocery store this weekend, and you couldn’t work full-time again for a year, how would your business handle that?

  • A boat named 'YUMA' is being pulled by a larger vessel through rough ocean waters on a cloudy day, with land visible in the distance.

    Deferred Compensation Employee Retention

    Significant resources are invested in your employees, both w2, and often, independent 1099 contractors. Protecting that investment just makes sense. An Executive Deferred Compensation may be considered “fully-funded” when backed by a business-owned, fully-paid-up, whole-life cash-value insurance. Investing in your top-performing, most deserving employees is one of the best ROI decisions you can make for your business. When the employee retires they can enjoy access to the vested portion of the cash-value during their retirement, and the business will recover 100% of the investment, plus any returns minus any outstanding loans, upon receipt of the death benefit.

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