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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:

  • What is the value of your key employees to your business success?

  • Do you have any selective benefit programs to assure the retention and loyalty of your key employees?

  • What types of benefits are important to the people who are critical to your business?

  • 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:

  • If you die or become disabled, would there be an adequate income to maintain your family's lifestyle?

  • Will you have the funds available to meet your education and/or retirement goals?

  • Will your estate have sufficient liquidity to pay estate taxes and other settlement costs?

  • Are you taking full advantage of business dollars to meet your personal financial security goals?

 
 

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  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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