Business Planning

Service

Buy-sell Funding. Business Continuation/Succession Planning . Key Person Protection. Business Overhead Expense Protection. Business Loan Protection. Salary Continuation Alternatives.

College Funding Strategies

Service

Employee Benefits Planning

Service

Pension Plans. 401 (k) Plans. Split Dollar and Executive Bonus Plans. Deferred Compensation Planning.

Estate Analysis

Service

Wealth Maximization and Conservation

Insurance Planning

Service

Life, Disability Income**, Medical, Long Term Care** **Disability income and long-term care insurance products are underwritten and issued by Berkshire Life Insurance Company of America,...