Group Policy

Group Insurance Planning
(fringe benefits for small, closely held companies.)

We don't just do fringe benefit planning. It's not uncommon that owners of small closely held businesses have other concerns regarding the success and protection of their investments.

We are frequently asked about things like protecting business continuity at death with buy/sell agreements, insuring with Keyman insurance.

We help employers maintain employees by providing for them quality retirement plans from simple IRA's, SEPS, profit sharing, money purchase and defined benefit plans and 401K's to non-qualified plans like deferred compensation.

Many owners of small closely held companies have estate planning needs. The relationship we enjoy with attorneys, accountants, third party administrators and investment advisors enable us to help establish a team of players to help satisfy the problems frequently presenting themselves to owners of small closely held businesses.
  • Health Insurance
  • Dental Insurance
  • Disability Insurance
    • Employees
    • Overhead Expenses
  • Life Insurance
  • Retirement Plans
    • 401K
    • 403B
  • Pension Plans
    • Profit Sharing
    • KEOGH
    • SIMPLE IRA
    • SEP
  • Educational Plans
    • Education IRA
    • Section 529
  • Executive Benefits
    • Business Continuity
      • Buy/Sell
      • Life & Disability
    • Key Person - Insurance (insuring the loss that would be created by the premature untimely death of key persons, such as a key salesperson, manager or administrative staff.
    • Executive Bonus
    • Deferred Compensation
  • Voluntary Payroll Deduction Program

If you would like more information on a *preliminary quote on our Group products, please contact us.

*Because of the complexity of quoting Group Insurance Products, a face to face interview/meeting will be required.
  Call: 1-856-691-7171 © Copyright Einstein Associates 2003  
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