Skip to content

Business Owners

We have several options for business owners to help them grow and protect their companies.

Key-person insurance is a life insurance policy that a company purchases on the life of an owner, a top executive, or another individual considered critical to the business.

IULs can help businesses expand and grow their business by providing tax-free loan options that do not need to be paid back. IULs can also be used to pay out executive bonuses.

Retirement options for business owners that are protected from market loss, while getting all of the market gains, and there is no limit to the contribution amount. All of this while being tax-free.

Contact us to learn more.