Business Owner and Strategies and Services

Corporation Financial Services:

1. Corporate Risk Management (Including Insurance Products and Programs):

      A. Key Person Coverage

      B. Disability Income Insurance

      C. Long Term Care Insurance

2. Executive Compensation Programs:

      A. Qualified Plans

      B. Non-Qualified Deferred Compensation

      C. Tax Shelter Annuities

      D. Retirement Funding Protection

3. Succession Planning:

       A. Buy / Sell Agreements

       B. Exit Planning

4. Employee Benefits:

       A. Health Insurance

       B. Individual Health Insurance

       C. High Deductible Plans