Financial Planning

Financial planning

Insurcorp knows the value of hard work. We know the sacrifices. And we know the rewards. That's why we provide a full spectrum of financial advisory services engineered to maximize returns while protecting what you've worked so hard to earn.

From a corporate environment, we can connect employees at all levels of your organization to the services that will enable them to realize financial gains while protecting their assets from excessive fees and taxes. At the executive level, we're especially proud to provide products such as key man insurance, qualified and non-qualified executive deferred compensation programs and defined benefit plans that allow employers to fund, on a tax advantaged basis, a means for offering larger executive retention and compensation packages in conjunction with business, retirement and succession planning.

On an individual perspective, we specialize in a vast array of distinct estate planning services – from strategic personal wealth investment advice to advanced legacy planning ensuring the highest level of long-term financial flexibility and security.

Complete offerings include:

• Buy-sell agreement funding
• Key person insurance
• Trust outlining & coordination
• Long-term care
• Pension programs
• Personal life, health and disability
• Qualified and non-qualified deferred compensation
• Retirement planning
• Salary continuation
• Tax-deferred investments
• Private Equity Banking Concepts
• Inheritance planning
• Income tax reduction strategies
• 401(k) plans