UCEF Insurance Agency | Business Planning

What is our Business Planning Approach?

While you are focused on your clients, we are focused on you and your bottom line. We work with business owners to help them find the right combination of solutions to increase the value of their business and retain employees. This often complex and daunting task is made simple by our experienced financial advisors. We will help you take the guesswork out of providing employee and/or executive benefits including:

What are Executive Benefits?

Key Person Planning
Qualified Retirement Plans
Deferred Compensation Planning

Exit Planning

Buy-Sell and Succession Planning

Employee Benefits

Major Medical
Dental
Group Life
Group Short Term & Long Term Disability
Voluntary Benefits
Pension Design & Administration

What Are Your Business Continuity Needs?

You know your business better than anyone. You have short-term and long-term goals to make and keep it successful within the community. It takes hard work and partnering with business planning professionals who are committed to your vision. Let UCEF Insurance Agency help you realize that vision. Complete our Business Continuity Information Form and a UCEF team member will reach out promptly.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Learn More

How Can Our Business Planning Professionals Help You? Contact Us and We Will Get Back to You Shortly.

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