Can you answer these questions with confidence?

Is Your Business safeguarded from the loss of Your Key Employees due to an unexpected Death, Disability,
or Critical Illness?

What’s Your Exit Strategy?
How will You or Your Family receive Your business proceeds if you die too soon
or live too long?

Are you offering a Selective Benefit Package
to retain Your top employees and improve loyalty,
morale, and production?

To keep Your Top Talent from wandering off to become Your competitor, have You offered them a fringe benefit that pays You back all Your contributions?

Are You utilizing tax-deductible business dollars to fund Your own Personal Benefits, Retirement Pension Plan,
and Exit Strategy?

Are You losing potential Federal and State Tax Credits available to certain types of businesses in Your industry and geographical area?

Is Your Business’ Buy-Sell Agreement properly structured and funded to assure Your estate equalization wishes?

Do You have a Plan in Place to protect your Income, Business Overhead, and Assets from liquidation due to a Disability or Long-Term Care Health Issue?

Are You setting Your business up for success in order to have a smooth Transfer of Ownership when you decide to exit?