Services for Business Clients

For Business Owners who want to strengthen their company…

• Business investment concepts and planning for shareholders
• Shared interest arrangements – a strategy for sharing life insurance costs and benefits
• Executive compensation arrangements
• Employee benefit plans and employee retirement and pension plans
• Succession planning, funding for key-person, buy-sell agreements and exit strategies
• Opportunities for leveraging your business success

And for those business owners who want a more comprehensive customized program, we have developed the Safe Haven Solution™