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For Business

Whether you’re looking to offer your employees a comprehensive benefits package, protect your business from the unexpected, or plan for life after the business, we can help.

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Worksite solutions

We help business owners identify and prioritize the protection and financial strategies that are critical to the ongoing success of the business — throughout every stage of the business. With understanding the value of your business as the foundation, we can help you address the core planning pillars — family, business, future and team — so you can help minimize personal, business and financial risk.

How we help your business

We walk you through a full range of retirement products, plans, and services, as well as an array of insurance products to consider for your business and employees. We provide you with access to innovative tools designed to help both employers and employees unlock the power of all their benefits.

Core pillars of your business

  • We help ensure that your protection planning extends beyond the business and to your family and heirs, including:

    Helping to protect your income stream
    Being fair and equitable regarding the distribution of your estate
    Helping you manage debt.

  • There are steps you can take to help mitigate some of the risks that can threaten the viability of your business, such as:

    Properly funding a buy-sell agreement
    Helping protect against the loss of a key employee
    Determining the value of the business with your attorney*
    *Sols Point Capital does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

  • We help ensure that the income and lifestyle you’ve become accustomed to as a business owner can still be achieved when you leave the business by helping you:

    Build a retirement income strategy
    Focus on growing enterprise value
    Understand all available exit options

  • The importance of having benefit plans in place to encourage top talent to stay loyal and keep the business ahead of the competition can never be overstated. This includes:

    Offering employer-sponsored retirement plans
    Providing selective benefit packages to top performers

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