The Business Owner

Recognizes their company is growing and has a strong financial position

Identifies the need to offer benefits to her employees

• Health, dental, and vision insurance

• Retirement savings account

Wants to reward owners and key employees with an extra benefit package

Needs to address buy/sell and disability buyout funding options with other owners

We go through a timeline of what needs to happen and when

• Collect a census for all eligible employees

• Set up a date for group insurance and 401(k) enrollment

• Choose the funding options for the owners' buy/sell agreement

We talk to the owners to determine what kind of executive benefit package they can commit to funding on an annual basis

We have ongoing contact and support with quarterly and/or annual reviews