Services for Businesses

Support for Your Business

Stay focused on what matters most with your business.
Our services support your goals, whether you’re a start-up or an established company.

Stand Out With Your Employee Benefit Offerings

Taking care of your employees matters to you — and the bottom line. Whether it’s setting up retirement plans or offering a financial wellness program, show you care by
plugging into our distinguished employee support services. Let us help you enhance your overall compensation packet for employees so you can attract and retain top talent.

Retirement Plans

401(k)
SIMPLE IRA
SEP
Solo(k)
403(b)

Executive Services

Financial planning
Estate planning review
Charitable planning
Supplemental Executive Retirement Plans (SERPs)
Section 162 bonus*
Deferred compensation
Executive carveout*
Premium recapture system*
Buy/sell agreement insurance*
Key person insurance*
Life insurance settlement*
Life Insurance Retirement Plans (LIRPs)*
Executive Group Life (EGLs)*
Split dollar coverage*

*Insurance products and services offered through Sequent Planning’s parent company, Senior Market Sales®

Liquidity Events

Business valuation
Business sale

Financial Wellness: Provided by Retirement Planning Center®

Personalized financial planning services
Budgeting and saving strategies
Debt management
Emergency fund savings
Setting goals
Insurance review
Investment help
Retirement income planning
Advanced estate tax planning

Ready to Stand Out With Your Employee Benefits?

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