Business Owners

Business Owners

Group Insurance Solutions

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

* Must meet certain requirements, including minimum investment to qualify