EXECUTIVE BENEFIT PLANNING

Ask yourself…

What would the impact on your business be if a key employee started his/her own business or went to work for a competitor?

Are you making effective use of business dollars to achieve your personal financial security objectives?

 

Objective Issues to Consider
Reward and Retain Key Employees
  • What is the value of your key employees to your business success?
  • Do you have any selective benefit programs to assure the retention and loyalty of your key employees?
  • What types of benefits are important to the people who are critical to your business?
  • Are your current benefit plans meeting these expectations?
Use Business Dollars to Satisfy the Owner’s Personal Financial Needs
  • If you had died or become
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