Insurance Surgeons
Insurance Surgeons’ expertise in helping Business Owners understand their available options in structuring and funding Buy/Sell Partnership Agreements, setting up Executive Bonus Plans, Deferred Compensation, and Group Health Insurance and Benefits programs for dozens and dozens of Companies.
We offer a Comprehensive Professional Complementary Business Analysis that can determine a Company’s current value and uncover money-saving recommendations. Brad and his team work directly showing Companies how to restructure their Benefits by using proven strategies like Section 125 Cafeteria plans and using other methods to optimize spending using AI shopping tools and by helping Employers understand current Tax Codes to save both the Employer and Employee’s money immediately on how to optimize their Benefit Programs.
Our three-step planning process works to help identify and implement suitable business planning financial strategies to help our clients meet their planning needs and achieve their goals and objectives for their business.
Our Downloads
How to Exit Your Business and Enter Retirement
Your Guide to Planning Both Life-Changing Events
For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy, and success was never guaranteed. Retirement planning is the next uncharted waters, and there’s no one-size-fits-all map. Ultimately, as a business owner, you must create a unique retirement strategy that often differs greatly from an employee’s.
