Protect your business — and your future
Explore strategies to help you protect what you’ve built so you can leave the business on your terms. A financial professional specializing in business needs — no matter the stage in your business — can answer your questions.
Improve your company’s ability to attract top talent and retain existing employees. Our customized employee benefit solutions can help simplify group and executive benefits such as life, accident, critical illness, or disability income insurance.
Annuities can be used to fund individual retirement arrangements, including a Savings Incentive Match Plan (SIMPLE-IRA) or a Simplified Employee Pension Plan (SEP-IRA). These agreements both provide effective ways for you and your employees to save for retirement. Keep in mind that annuities do not provide any additional tax advantages when used to fund a qualified plan. You should consider an annuity to fund a qualified plan for the annuity’s additional features, such as lifetime income options and death benefit protection.
Have you thought about how much you need your business to be worth to maintain your current lifestyle in retirement? There are strategies to help you build assets outside the business so you aren't solely dependent on the business to fund your retirement.
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