CORPORATE PLANNING

Insurance to Meet

Your Business Needs.

A carefully planned corporate insurance strategy can have a great impact on your company. Our team has solutions to protect your business, employees and loved ones, and also lighten your tax load. Explore the various tools that offer value to your business.

Protect Employees & Grow Profits with Insure Wealth.

Benefits to consider:

Protect your business from financial hardship in the event of death of a key shareholder.

Enjoy the benefit of additional tax-deferred investments for the key shareholders to accumulate wealth for retirement.

The ability to remove money from your company tax-efficiently.

A Customized Plan for Your Needs.

Every business is unique and so are the needs and goals of it's owner.

The first step is to determine these and discuss your vision for the future of your business, your family and your retirement. After all, your business is also part of your retirement plan, so you want to nurture it's growth and protect it from hardships.

Depending on your goals, our team will find you the right combination of insurance tools to ensure you build and leave a legacy for those you care about, while still enjoying the lifestyle and freedom you dream about.

Below are a few of the tools that might be right for you.

CIRP & IRP

A Corporate Insured Retirement Plan (CIRP) or an Insured Retirement Plan (IRP) are strategies that provides life insurance protection as well as retirement funds.

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Health Trust

A flexible Health and Dental Plan that makes expenses 100% tax deductible. A Health Trust helps business owners reduce taxes and makes health, dental, and wellness affordable for their employees with no monthly premiums.

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Buy-Sell Life Insurance

Planning for the loss of a business owner or partner is crucial to ensure that the continuity of your business is protected, as well as the financial security of your family and the families of each partner.

IFA or Shared Ownership

These options allow business owners or their business partners to protect their businesses while still giving access to investment capital and tax benefits.

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Succession Planning

Corporate insurance strategies help protect the continuity of your business against the loss of an owner or key person while preserve the personal wealth and business assets.

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Key Person Life Insurance

Does your business include someone whose contribution is vital to your business? If yes, then life insurance is a crucial component of your business continuity and succession plan, especially if you are a small business owner.

Need more details? Contact us

We are here to assist. Contact Insure Wealth Group, Inc. for expert guidance and personalized insurance solutions. Reach out to us via phone, email, or through our social media channels.