Executive Benefits
Buy-Sell Funding
Corporate Owned Life Insurance can be used to Fund a company’s Buy/Sell Agreement.
We have access to dozens of life insurance carriers as well as specialized wholesalers
We are very versed in designing cost efficient strategies and most importantly navigating the nuances of different carriers’ underwriting
Cross Purchase
Cross-Purchase is a simple way for owners to purchase insurance on each other; possibly also side-stepping certain corporate tax liabilites
Business Continuation
Corporate Owned Life Insurance can also be used to Fund a company’s Business Continuation strategy
Disability and Long-Term Care
Whether Individual Income protection or part of a Buy/Sell Agreement; insuring against someone’s inability to work can be a very important consideration
Likewise; planning for a long term solution to skilled nursing or nursing care should not be overlooked