Insurance forBUSINESS OWNERS
If something happens to you or an employee, what will happen to the business?
Choosing the right insurance product to protect your business or professional corporation can be confusing and overwhelming – I’m here to help sort through the various products and build a plan to suit your corporate needs and eliminate all the risks.
Corporate insurance strategies can be personally designed to create an insured retirement plan, transfer corporate assets to the next generation in a tax efficient manner, establish funding for buy/sell agreements, cover estate and capital gains taxes, and provide for charitable giving.
Group Benefits very often get expensive and challenging to mange, I provide expertise in negotiating comprehensive and flexible group benefits for employee and executive benefits from three to thousands of employees. Plans are customized and quoted with all major insurers resulting in an unbiased recommendation and a proactive approach to the ongoing management of the benefits program to help cost containment. Plans are individualized to include pharmacy, health care benefits, critical illness and dental along with short and long term disability.
Whether for personal or business, my mission is to help clients understand their risks and exposures and arrange their insurance portfolio to secure their financial future.