Employee Benefits
Attract and retain employees by providing cost effective competitive benefits.

Managing and Growing Your Business
Information for managing and growing your business.

Business Continuity & Succession
Have you considered what will happen to your business when you are ready to retire?

Retirement/Estate Planning
Some retirement and estate planning choices for business owners and self-employeds.

Corporate Sponsored Plans

• Corporate Sponsored Universal Life Insurance

Universal life insurance with a 4% guaranteed interest rate and flexible premiums throughout the life of the contract...more.
• CorpExec Variable Universal Life Insurance

CorpExec Variable Universal Life (VUL) is a life insurance policy that is specifically designed to offer the flexibility and features needed by corporations to informally fund their non-qualified executive benefit programs. CorpExec VUL offers a wide range of investment sub-account options, many with well-recognized fund managers...more.

Worksite Life Insurance

• Employee's Whole Life At-a-Glance

Employee's Whole Life is a life insurance policy you purchased through an employer. You pay premiums for this coverage through voluntary payroll deduction which means premium payments are deducted directly from your paycheck (after you sign a Payroll Deduction Authorization form)...more.

SIMPLE (Savings Incentive Match Plan for Employees) IRA plan
A SIMPLE IRA plan is an employer-sponsored retirement plan; employees choose to participate, and contribute pre-tax funds to the plan through payroll deduction. Employers make either matching contributions or non-elective contributions....more.

Simplified Employee Pension (SEP)
A SEP is a tax-favored plan that permits an employer to make contributions on behalf of an employee to the employee’s SEP-Individual Retirement Account (IRA). It can be established by sole proprietorships, partnerships and corporations. SEPs are especially attractive to...more.

412i Defined Benefit Pension Plan
The 412i plan provides retirement planning advantages for the well-established business owner. If you are wondering, "Is there still time to save for the retirement I want," then this plan could work for you...more.