Executive Benefits
Executive Benefits
Ask Yourself...
What would the impact on your business be if a key employee started his/her own business or went to work for a competitor?
Are you making effective use of business dollars to help achieve your personal financial security objectives?
Objective:
Reward and Retain Key Employees
Issues to Consider:
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What is the value of your key employees to your business success?
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Do you have any selective benefit programs to assure the retention and loyalty of your key employees?
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What types of benefits are important to the people who are critical to your business?
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Are your current benefit plans meeting these expectations?
Objective:
Use Business Dollars to Help Satisfy the Owner’s Personal Financial Security Needs
Issues to Consider:
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If you die or become disabled, would there be an adequate income to maintain your family's lifestyle?
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Will you have the funds available to meet your education and/or retirement goals?
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Will your estate have sufficient liquidity to pay estate taxes and other settlement costs?
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Are you taking full advantage of business dollars to meet your personal financial security goals?
