Checklist of Services for your Business!
1) INDIVIDUAL EXECUTIVE PLANNING
A.) Executive Income Option Plans
B.) “Cafeteria” Benefits Program
C.) Split Dollar (with or without corporate roll-out)
D.) Educational Trusts
E.) Key Personal Insurance
F.) Stock Redemption – Cross Purchase and/or Redemption
G.) “303” Stock Redemption
H.) Long Term Care Protection
2.) GROUP BENEFITS – LIFE AND HEALTH
A.) Group Life Insurance / Group Universal Life Insurance
B.) Group Disability *** Short Term
C.) Group Disability *** Long-Term to age 65 for both accident and sickness
D.) Group Hospital, Surgical, & Major Medical Coverage
E.) Group Dental
F.) Full or Modified Self-Insurance
3.) EMPLOYEE RETIREMENT PLANS: (Qualified with IRS)
A.) Profit Sharing
B.) Pension Plans
C.) Employee Stock Option Plans (ESOP)
D.) 401-K Salary Deduction Plans
4.) EMPLOYEE RETIREMENT PLANS: (Non-Qualified)
A.) Salary Continuation Plans
B.) Deferred Compensation Plans
C.) Salary Savings
D.) Stock Options
E.) Thrift Plans
5.) ESTATE PLANNING
A.) Individual Estate Planning Services to Coordinate Employee Benefits with Personal Estate Planning
6.) EDUCATION
A.) Seminar Planning in the Areas of Estate Planning, Asset Allocation, Retirement Planning, & Long Term Care.
For more information about how A-K Valley Investment and Retirement Services can help you and your business call us today to set up an appointment free of cost and obligation.
Call our Invesment & Retirement Services Representative, Don Militzer, Today!
(724) 335-2274 x110
