Business Continuation

  • Business Valuations
  • Buy Sell Agreements with Funding
  • ESOP Repurchase Obligation Funding
  • Key Man Life Insurance

Executive Planning

  • Retirement plans that allow a company to be selective on who participates in the plan, favor the top talent, with no government-imposed restrictions on contributions

Carve-Outs for both Life and Disability Plans

  • COLI
  • BOLI
  • SEC 162 Bonus Plans
  • 401(k) Mirror Plan

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