Business Owners
Business Owners
Join our Private Client Group for Business Owners and learn about:
- Key Person Insurance
- Buy/Sell Agreements
- Debt & Tax Liability Funding
- Investor Protection
- Greater bargaining power = cheaper group rates
- Larger selection of Insurance Companies competing for your Business
- Low Cost Investments
- Private Investment Products for Qualified Investors
- Strategies to Minimize Estate Tax
- Maximize Generational Wealth Transfers to Beneficiaries
* Must meet certain requirements, including minimum investment to qualify
