Benefit Plan participants not only gain a death benefit, but also numerous essential benefits such as:
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Complete Asset Protection
Cover yourself from unexpected events that could put your assets at risk.
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Estate Planning Advantages Built-in
Make sure your hard work is securely passed along to the appropriate family and business heirs.
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Leverage Your Buying Power
You finance your house and car, why not your insurance benefits?
- Supplemental Retirement Income ( Deferred Comp )
- Permanent Life Insurance
- Cash for Chronic Illnes ( Long Term Care )
- Cash for Critical Care
- Immediate Cash for Terminal Illness
Contribution amounts are short in duration
and the policy is the sole collateral for the loan.
Your Plan can also provide solutions for:
- Partner Buy-Out
- Buy / Sell (leave early, get sick, or pass away)
- Affordable Succession Planning
- Recruiting and Retaining Key Employees
- Rewarding Key Executives
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Tax Free Growth
Leverage your buying power with benefits backed by highly rated life insurance companies.
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Contribution
Asset protection from the claims of business and personal creditors.
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Covers Essential Benefits
Recieve investment growth without the immediate tax responsibilties.
Successful Estate Planning Starts Here.
We help our clients achieve long-term financial security by providing:
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Cash for Payments of Debts, Final Illness Costs, Burial Expenses, & Necessary Taxes.
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Funds for a Surviving Partner to Buy the Ownership Interest of the Deceased from Heirs.
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Equitable Inheritance for off-farm heirs to keep the farm intact for on-farm heirs.
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Cash for Payment of an Heir’s Contract to Buy a Farm or Business at the Death of the Owner.
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Business Continuations Funds in case an operating heir dies while taking over the business.
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An Estate where one would not otherwise exist.