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Life Insurance
Life Insurance Planning
Process
Health Insurance and Employee Benefits
Life Insurance
Estate Planning
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Estate tax liquidity planning presentations
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Comparison and implementation of
life insurance options
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Integration with buy-sell agreement
planning
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Evaluation of nonqualified deferred
compensation plans
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Implementation of life insurance
for deferred compensation plans
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Recommendations for key-person life
and disability insurance
Life
Insurance Planning Process
CPAGENTS® employs a 5-step process in
developing life insurance programs specific to each client's
situation:
- Coordinate initial and follow-up meetings
to discuss issues and clearly define financial objectives.
- Quantify needs and goals.
- Presentation and comparison of alternative
solutions.
- Implementation of appropriate solutions.
- Ongoing review and service.
Health Insurance &
Employee Benefits
Employer
Provided Options | Group insurance programs
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Medical
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Dental
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Life
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Disability
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Vision
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Long Term Care
Group insurance compliance
Section 125 plans (administration handled
by 3rd party)
401(k) retirement plans
Voluntary
Employee Paid Supplemental Programs
Group insurance programs not provided by employer
(i.e. Disability, Vision, Long Term Care)
Life insurance
Cancer insurance
Sample client presentation packages are
available upon request.
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