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Charlie can help you accomplish your business goals, protect your business, and your income for you and your loved ones.

Business Insurance Planning

  • Business Continuation Concepts
  • Key Person Life Insurance
  • Buy-Sell Funding
  • Disability Buy Out Agreements
  • Shifting Future Business Growth (Family Business)
  • Executive Bonus Plans (Section 162)
  • Split-Dollar Life Insurance Programs
  • Deferred Compensation Plans
  • Group Term Life
  • Business Overhead Expense Protection
  • Tax FREE Retirement Plans
  • Informal Business Valuation
  • Shifting Future Business Growth (Family Business)
  • Premium Financing
  • Viatical Settlements
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