Business Owners

 












As a successful business owner you have probably updated your business plan and taken most of the necessary steps to grow your business into the future.



What planning have you done, to ensure that you retain control of the business you’ve worked so hard to build if ownership were to transition or abruptly change in the future? How would you be sure to recognize the full value of your business? In addition, how does your plan:


 


  • Assure money will be available when needed to buy out an owner’s interest when ownership changes?
  • Allow you to benefit from increases in business value over time?
  • Account for retirement?
  • Account for disability?



If you own a Business, we will look at how you can leverage your business to help support your personal financial goals.





  • Life Insurance using Payroll deduction



  • Group Health Insurance*



  • Group Disability Income Insurance



  • Simplified Employee Pensions (SEPS)



  • Simple IRAs



  • Traditional 401(k) Plans



  • Profit Sharing Plans



  • Simple 401(k) Plans



  • Key Person Insurance



  • Buy- Sell Agreement Funding



  • Cafeteria Plans - IRS Section 125



  • Business overhead Protection



  • Executive Bonus Plans 



  • Deferred Compensation Plans 




*Some health insurance products offered through unaffiliated insurers though the Enterprise General Agency Inc. (EGA) Somerset, NJ 08873. EGA is a MetLife company.