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The Start-up

Client Centered


The Start-Up
works hard to keep his business thriving. He is nurturing his company and wants a reliable assistance in running it well. The Start-Up is interested in discussing work benefits, from group insurance to HSA, to key-person insurance. He wants to know how to keep his employees safe and his company growing.

Concerns & Goals:

  • Goal and Retirement Planning
  • Work Benefits (Group Insurance, HSA)
  • Key Person Insurance
  • Risk Management and Diversification
  • Retirement Options (401k, SEP, Simple)
  • Cash Balance
  • Succession Planning

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