Solutions for Business Owners

You’ve worked hard to establish a thriving business.  Protect it with cost effective insurance and benefit solutions for you and your employees.  Preserve it by developing a sound financial strategy to help ensure the continued growth of your business.
 
We can help you take the steps necessary to solve the financial issues you face and help create flexible benefit solutions to attract and retain key employees.  Our focus is to create solutions for business owners in the following areas:
 
Qualified Plans
  • SIMPLE IRA
  • SEP
  • 401(k), Solo 401(k)
  • Defined Benefit Plans                    
Executive/Key Person Retirement Benefits
  • Non-Qualified Deferred Compensation
  • Supplemental Executive Retirement Plans (SERP)
  • Corporate Owned Life Insurance (COLI)
  • IRC Section 162 Bonus Plans
Benefit Programs
  • High Deductible Health Care Plans
  • HealthCare Savings Accounts (HSA)
  • Business Overhead Expense Disability (BOE)
  • Workman’s Compensation
  • Disability Income Insurance
  • Group Life and Dental Insurance
  • Voluntary Employee Benefits
Business Succession Planning
  • Buy-Sell Agreement Funding
  • Key Person Life Insurance 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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