Exclusive Protection and Retirement Plans for Business Owners, Doctors, and Individuals

• Replenish and Increase Retirement Funds (Without Damaging Cash Flow) 
• Insulate Business Assets from Lawsuits
• Create Captive Insurance Plans that allow Highly Successful Business Owners to create a Unique Retirement, Protection, and Exit Strategy
• Help Financially Protect Loved Ones 
• Protect the Business from a Key Person's Untimely Death or Disability 
• Creatively Reward Key Employees
• Leverage Owner Benefits and Tax Benefits 
• Use a deductible Group Term Insurance Plan as Leverage for a Specific, Deductible, and Creative Retirement and Protection Package
• Convert Dormant Assets (Accounts Receivables) into Productive Assets (a Specialized Retirement Plan) without Losing Control of these Assets
• Design and Implement Executive Carve-Out Bonus and Compensation Plans
• Life, Disability, and Long-Term Care Insurance   

Our Services:

We specialize in creating unique and customized retirement, protection, and benefit plans for Business Owners, Doctors, Key Executives, and Individuals.  In addition, our expertise also involves finding insurance coverage and protection even if the person has health issues. 

Executive Retirement Plans and Carve-Outs
Deferred Compensation and Benefit Plans 
Key Person Life Insurance (including Section 79 Phoenix Plans)
Key Man Disability Insurance and Long-Term Care Protection
Business Overhead Expense Protection Plans 
Exit Strategies
Buy/Sell Agreements
Life Insurance (Group, Term, Individual)
Disability Insurance (Group, Individual, Excutive, and Specific Occupation for Doctors, Dentists, and Other Specialists)
Long-Term Care Insurance
Cancer and Specified Health Event (Heart Attack) Insurance
Captive Insurance Plans for High Net Worth Individuals and Corporations

Ideal Clients:

• Doctor and Dentist Practices 
• Private Business Owners
• Pilots 
• Attorneys 
• Accountants
• Entertainers 
• Surgeons 
• Individuals 
• Successful Network Marketers and Independent Contractors
• Companies looking for Group Disability and Life Insurance
  
  

Smart Planning is Good Planning
Learn Your Options and Don't Let the Unexpected Hurt You