Duplifund for Businesses

 

         

• Key Executive Retention "Keep Good Guys" - How to retain and reward key people, while helping the business too.
• Cash Management Tools - Getting benefits back from that minimum working capital                                                         
• Split Dollar Life Insurance - Providing key people with a cost-sharing means to enhance retirement and personal protection
• Key Person Life Insurance - Protecting the business in case of the death of key people
• Key Person Disability Insurance - Protecting the business in case of the long-term disability of key people.
• Business Succession Planning - Positioning the business to survive and thrive when owners retire, die, become disabled, or get divorced.
• Buy/Sell Life Insurance - Funding a business buyout upon the death of an owner.
• Buy/Sell Disability Insurance - Funding a business buyout upon the long-term disability of an owner.
  
• Policy Stress Test - Insurance products keep improving over time. Don't get left behind.
• Qualified Retirement Plans - 401(k), Solo 401(k), SEP, Simple IRA, Defined Benefit Pension Plans
• Employee Stock Ownership Plans - ESOP

 

Also see:

Duplifund for Individuals

Duplifund for Non-Profits

Duplifund for Credit Unions