For Businesses

Financial Products for Your Business

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of financial product choices to implement these strategies, such as:

  • Group Insurance [Health Insurance, Long-Term Care Insurance, Disability Income Insurance, Life Insurance]
  • Financial Planning [Employee Financial Planning and Educational Seminars]
  • Business Planning and Estate Planning Strategies [Buy-Sell Plan Funding, Non-Qualified
  • Retirement Plans, 401(k) Retirement Plans] Retirement Plans [Individual Retirement Accounts (IRAs), Simplified Employee Pension Plans, SIMPLE Plans, 401(k): Owner 401(k), Roth 401(k), 403(b)(7) (non-contributory), 403(b)(1), Pension/Profit-Sharing, Keoghs and 412(E) Plan]
  • Executive Benefits [e.g. Bonus Plans, Deferred Compensation Plans, Split Dollar Plans, etc.]
  • Business Continuation Programs [Key Person Coverage, Buy-Sell Agreements, Succession Planning, Business Overhead Expense, Disability Buyout, Employee Stock Ownership Plans (ESOP)]