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Employers & Institutions
Insure key employees, fund benefit plan liabilities & specialty cash management
Insurance solutions to fund short and long-term liabilities
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Fund Benefit Liabilities
Fund corporate benefit liabilities, such as non-qualified benefits, medical benefits, 401(k) matching contributions, and other employee benefit plans.
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Protect Key People
Insure lost revenue, replacement costs, business expenses, and benefit plan liabilities.
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Tax-Efficient Yields
Policy structure allows the business to defer investment gains or eliminate corporate taxes when the policy matures in a death benefit.
Our clients invest in proprietary and institutional insurance products to create an asset to help offset emerging liabilities, minimize profit & loss impact for shareholders, and leverage the tax savings for improved returns.
We deliver proprietary and institutional products
We use products aligned to corporate objectives while insuring short and long-term liabilities.