Executive Benefits Strategies

We work closely with bankers, accountants, and lawyers to create customized solutions that fit specific client situations. Professionals representing a variety of backgrounds, including family offices, CPAs and business owners, have sought out The Bensman Group for our experience, knowledge, and understanding of services that various businesses need.

Key Person Insurance: We evaluate the need for coverage on selected individuals, including key person life and/or disability insurance utilizing "specialty products".

Buy/Sell Agreements: This can be a critical planning tool for many organizations. We will review the need for buy/sell agreements and alternative-funding techniques to help you ensure that your objectives are being met.

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