Products and Services

Business Needs
  • Deferred Compensation
  • Group Carve Out
  • Split Dollar Life Insurance
  • Selective Executive Retirement Plans (SERP)
  • Bank Owned Life Insurance (BOLI)
Retirement Plans
  • Simple IRA
  • 401 (k)
  • Profit Sharing
  • Money Purchase
  • Defined Benefit
  • Target Benefit
  • Simplified Employee Pension (SEP)
  • 403 (b)
Employee Benefits
  • Group Health Plans
  • Group Life Insurance
  • Disability Income Insurances
  • Dental Plans
  • Vision Care
  • Risk Management Expense
  • Long Term Care Insurance
  • Critical Illness
Business Continuation
  • Buy/Sell Arrangement Funding
  • Disability Income Buy-Out Insurance
  • Key Person Insurance
  • Business Overhead Protection
  • Business Succession Planning
Personal Needs
Family Protection 
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
Wealth Accumulation Strategies
  • Regular/Roth IRAs
  • Mutual Funds*
  • Annuities (Fixed and Variable*)
  • Education Funding Strategies
  • Retirement Funding Vehicles
  • Investment Analysis
 Estate Planning
  • Wealth Preservation Strategies
  • Charitable Estate Gifting Srategies
  • Estate Conservation Strategies
  •  Family Limited Partnership Strategies
  • GRATS – Grantor Retained Annuity Trusts
  • SLATS – Spousal Lifetime Access Trusts

 

*Neither Benefit Management Inc. nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your legal or tax advisor for more information on these subjects.