Know all the things insurance can help your practice do? Probably not. Here are a few:
CONTACT US ANYTIME TO LEARN ABOUT ALL THE WAYS THAT INSURANCE CAN HELP YOU.
As a service professional, your time is money. The value you build in your practice is often a multiplier of your reputation and experience, combined with your ability to attract and retain clients. But while you’re busy taking care of others, you may not have considered what might happen to your practice if you or your partners were suddenly unable to work due to death, illness or disability. Furthermore, while your high earning potential is an advantage, it comes with its own future planning challenges (and opportunities).
Your professional association may have assured you that their solutions are best for you because it’s worked for thousands of other healthcare, legal, or accounting professionals; but are you just another number? As independent specialists, we create customized solutions for our professional clients and have the expertise, network, and access to best-in-class product to protect your hard-earned assets and to plan for your future earnings, so you can keep doing what you do best.
Utilizing a variety of insurance, estate, and succession planning tools and strategies, we are able to offer many practice-tailored insurance services.
Practice Insurance Services
- Incorporation Advice and Assistance
- Partnership Agreement/Buy-Sell Funding and Planning
- Annual Tax-Deferral and Corporate Taxation Strategies
- Income-Splitting Strategies
- Tax-Efficient Overhead and Health Expense Funding
- Tax-Free Capital Gains Planning
- Probate Planning and Fee Reduction
- Key Person Coverage
- Executive Team Compensation
- Employee Benefits Solutions
- Business Succession Planning