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
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.
Offering health insurance to your employees can save you money
I know - as soon as you mention "benefits" to a small business owner, most of their eyes glaze over - but believe me, this is different. I'm going to show you how easy it is to offer great benefits, like health insurance and 401K, and tell you how you can SAVE MONEY in the process.
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).