The company gets tax benefits because it pays the premiums on the insurance. Even if the employee quits, the company still has access to the insurance's cash value. If the employee passes away, the company is a beneficiary of the payout and also gets tax benefits.
We do. Once you decide to move forward, our team will work to gather all the necessary documents.
No, we set up a separate entity. However, for privately held companies, lenders may review personal finances.
Yes! These plans are discretionary- you can start small and build. We make sure you have the creativity, flexibility, and control to build the best plan for your business.
Yes, you can.
We can set up a time to discuss your business and goals and determine what strategy would be best. It's completely free to you.
