Corporate Services

 

Smart Wealth Management for Both Employers and Employees

A business is only as strong as its people. As a business owner, you’re working to put yourself, your partners, and your employees in a position to succeed. That purpose is our purpose.

Insurance protection can provide some reassurance, knowing that your business can continue to run smoothly if something happens to you or your partners. Benefits, retirement, and savings plans can help you attract and maintain employees, while providing them the resources to help improve their physical, financial, and mental well-being.

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Insurance for Your Business

Business-owned insurance provides a one-time payout to your company if you, your business partner, or key employees pass away. It can help cover business debt, overhead expenses, or a partner buy-out.

Here’s How You Can Protect Your Company

If you have a new business, term insurance can help cover your loans and overhead costs. But if you have an established business with a few revenue-driving employees, disability insurance or critical illness insurance can help protect your success if something were to happen to key people.

Benefits for Your Employees

Beyond helping improve the financial, physical, and mental well-being of your employees, benefits, retirement, and savings plans can increase productivity and attract talented people. Provide a comprehensive approach to your employees' well-being that’s customized for your organization and within your budget.

Benefit Plans

You have the flexibility to offer a plan that works for your employees at a price that makes sense for you. Usually companies choose from a group of base benefits and then tailor their plan from there.

Retirement and Savings Plan

Help your employees reach their financial goals while they’re working and preparing for retirement. Choose from a range of products and services tailored to meet their needs.