usiness Owner check Up
When was the last time your business had a check up?

Key person protection
Qualified retirement planning
Executive bonus strategies
Split dollar strategies
Deferred compensation strategies
Business transfer protection
Tax-Free retirement for business owners

Business owners are faced with multiple challenges:

• Protecting their family against financial loss in the event of a premature death
• The impact of taxes, both business and personal
• Planning for a secure retirement
• Recruiting, rewarding, and retaining executive talent