Business & Estate Planning Services

By combining financial planning expertise with employee benefits consulting projects, Saunders & Company’s team sees the unique needs of company owners and top executives from 360 degrees, allowing us to design benefit, compensation and continuity strategies with maximum value and impact.

Below is a sampling of the products and strategies we incorporate into benefit strategies for our clients, from compensation packages to attract and retain top executives to financial strategies to assure the continuation of your company for years to come:

  • 5Individual Life & Disability Insurance
  • 5Individual Long-Term Care Insurance
  • 5Key-Person, Split Dollar, Executive Bonus Programs
  • 5Section 79 Programs
  • 5Non-Qualified Deferred Compensation Programs
  • 5Buy-Sell Programs
  • 5Estate Planning Document Review & Planning Strategies
  • 5Charitable Giving Programs
  • 5Generation Skipping Programs
  • 5Senior Settlement Markets
  • 5Survivorship, Index & Variable Universal Life Programs
  • 5Guarantee Issue Life & Disability Insurance Programs
Business Estate

Your family and your company are your most important assets. We can show you how to protect them across generations.

Saunders & Company