top of page
Blue Personal Objects

Strategies for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Group Insurance

Health Insurance

Long-Term Care Insurance

Disability Income Insurance

Life Insurance

Retirement Plans

Individual Retirement Accounts (IRAs)

Simplified Employee Pension Plans


401(k): Owner 401(k), Roth 401(k)

403(b)(7) (non-contributory)




412(E) Plan

Financial Planning*

Employee Financial Planning

Educational Seminars

Executive Benefits

Bonus Plans

Deferred Compensation Plans

Split Dollar Plans

Group Carve Out

Business and Estate Planning

Buy-Sell Plan Funding

Non-Qualified Retirement Plans

401(k) Retirement Plans

Business Continuation Program

Key Person Coverage

Buy-Sell Agreements

Succession Planning

Business Overhead Expense

Disability Buyout

Employee Stock Ownership Plans (ESOP)

Life insurance and annuities are issued by Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through Equitable Network, and its affiliates.

*Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC

bottom of page