Business Owners

Group Insurance Solutions

Join our Private Client Group for Business Owners and learn about:

Insurance Protection

  • Key Person Insurance
  • Buy/Sell Agreements
  • Debt & Tax Liability Funding
  • Investor Protection

Save on Group Insurance Premiums

  • Greater bargaining power = cheaper group rates
  • Larger selection of Insurance Companies competing for your Business

Generational Wealth Transfers & Estate Planning

  • Strategies to Minimize Estate Tax
  • Maximize Generational Wealth Transfers to Beneficiaries

Take Advantage of Private Investment Pools*

  • Low Cost Investments
  • Private Investment Products for Qualified Investors


* Must meet certain requirements, including minimum investment to qualify