Business Benefit Plans

Providing benefits to plan ahead for your own financial future—as well as attract and retain valuable employees and key people—doesn’t have to be an administrative burden, or require ongoing contributions or payroll deductions.

Group Retirement Benefits

We can help you leverage premium financed life insurance to revolutionize your workplace retirement plan to benefit both you and your employees. One of the key features of this approach is that there is no need for ongoing contributions, payroll deductions, and other administrative burdens. Nearly every kind of business can utilize these plans, including medical practices, contractors, manufacturers, franchisees and more.

Employee Retention Benefits

Give your best people golden handcuffs – retain and reward your key employees, and attract the best with our corporate premium financing solution. This is a one-of-a-kind benefit your employees will not find anywhere else and is protected from market downturns. Let us show you how to provide a supplemental income plan for your employees without the need for annual contributions or payroll deductions from your employees.

We also provide Business Exit Strategies.

How We Help

Unique Strategies Geared to Your Needs

Not only do we deliver financial services you probably won’t find elsewhere, we also collaborate with an expanded team and pool of professionals in many disciplines in many different states. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies.