Business Owners

We can help you.

Employees

How will your business be impacted if your most valuable employee dies or becomes disabled?

Partners

Do you have a buy/sell agreement?

Family

Can your family survive without the income provided by your business?

Heirs

Does your Estate Plan include your business?

Your employees need your help

Thanks to the Secure Act, you can receive up to $18,000 in tax credits for establishing a qualified savings plan for your employees. You may also consider offering a Tax Free Retirement Account (TFRA) to your employees.”

The average American has only saved

 

$5,500 for retirement

%

45% of Americans

have never saved a penny. Nothing. Nada.

%

75% of Small Businesses

don’t offer any type of savings benefit.

%

Nearly 50% of People

report being anxious about their financial situation. More than double the amount prior to COVID-19.

%

41% of Workers

are not confident they will have enough for medical expenses during retirement.

%

67% of Americans

agree that the pandemic has been a wake-up call to reevaluate their long-term goals.

Sources based on the data shared by Rex Nutting-Market Watch (2016), Surveys conducted by OnePoll for LifeHappens.org (2020), plansponsor.com article retirement concerns remain (2019).