CBIZ Financial Solutions has the knowledge and experience to help you navigate through the issues and complexities of resolving all of your asset protection concerns. For years we have been giving objective advice to our clients regarding insurance and the management of risk. We have also worked extensively with legal advisors to structure legal solutions to asset protection concerns.
In addition to your network of legal advisers, we can provide a detailed analysis of your various insurance coverages including:
- Life
- Health
- Long-term care
- Disability
- Liability
- Homeowners
- Automobile
- Business
We assist our clients in addressing their asset protection concerns whether they are personal or business in nature.
Buy/Sell Agreements and Key Man Insurance
Is your business prepared for the departure or death of an owner or a key employee? Companies depend on their owners and key personnel. There is a cost as they are not around to actively support the business. Further, company resources can be strained or overloaded should the business be required to redeem a deceases shareholder's stock. We can help your business minimize the effect of such a loss through:
- Key-Person plans
- Buy/Sell agreements
- Stock Redemption plans
