Executive Benefits & Succession Planning
Woodruff-Sawyer specializes in business succession planning and wealth transfer planning for high net-worth individuals. For executives and/or business owners, life, disability and long-term care insurance are important vehicles for preserve assets. For employers, these insurance solutions can be beneficial to the growth and success of the business.
We can help you with:
Executive Benefits & Business Continuation
- Key Person Insurance
- Buy-Sell Funding – Business Succession Planning
- Supplemental Retirement Plans
- Executive Life Insurance
- Executive Disability & Long-Term Care
Personal Asset Protection & Wealth Preservation
- Estate Liquidity Planning
- Existing Policy Audits
- Family Buy-Sell Arrangements
- Charitable Planning
- Disability & Long-Term Care
- Annuities – Immediate & Deferred
For more information, contact Matt Healy, Vice President, Executive Benefits and Succession Planning.