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Small Business Owners

We understand the entrepreneurial spirit and help you protect and grow your enterprise with 401(k) and other qualified savings plans, as well as group health, life, disability and long-term care insurance. To help you recruit and retain top talent, we establish deferred-compensation plans. To better protect your bottom line, we help you obtain key-producer life and disability insurance. When it’s time to transition your business, either internally to current partners or employees, or externally to an outside buyer, we customize succession plans utilizing buy-sell agreements, employee stock ownership plans, or other solutions appropriate for your specific circumstances and goals.

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