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This section is devoted to the person who eats lunch at 3 p.m., and thinks
of the weekend as a time to catch up on the things that he/she couldn’t
finish during the weekdays. With such a busy schedule, oftentimes important
items will “slip through the cracks.” Hence, we realize that people
who run businesses have a variety of special needs.
Have you asked yourself the following questions?
1. Will my family be able to unlock the value of our business
in the event that I die before my retirement?
2. If any one of my key people or I become disabled for a
period of time, will there be enough revenue to cover expenses?
3. How do I provide a greater retirement for my key people
while creating a deterrent for them to start their own organization or go to
a competitor?
4. In the event of a long-term disability, will my key people,
including myself, be properly provided for when our sick-pay benefits run out?
5. In the event my key salesperson or plant manager dies unexpectedly,
how will it affect business operations, profits, goodwill with key clients,
etc.?
Over the past 20+ years, we’ve helped many area business owners to protect
against these possibilities. We can work with your existing team of tax and
legal professionals to craft the right plans for your organization.
You will have a great sense of comfort knowing that the CBE team is behind you!
By clicking on the "Business
Plan Quote," you will be able to provide us with the necessary information
to prepare a customized proposal for you.
If you have any additional questions, please contact us at busplan@corporate-benefit.com
or by telephone at 1-877-507-2231 (toll free).
Disclaimer: All tax and legal advise provided in this section or to clients
is for educational purposes only. The final determination on all tax and legal
matters should be made after conferring with respective advisors in these areas.
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