Company-Owned Life Insurance Plans
Your business is much more than a career; it's your livelihood.
The right life insurance strategy can be the solid foundation you need to position your company for future growth and success.
But it can also be a versatile tool for retaining and attracting top talent to your organization, while protecting the people who already keep your operations running smoothly. Company-owned life insurance can help business owners:
- Protect against the loss of key employees
- Fund stock redemption plans
- Support split-dollar life insurance plans
- Finance executive benefit arrangements
Our Policy Audit and Review (PAR) Process can help business owners, CFOs and controllers evaluate and monitor their existing life insurance assets, and help ensure they have the best-possible protection for their needs.
Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC (“Hewins”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins’ advisory operations, services and fees is set forth in Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov
Securities, when offered, may be offered through an affiliated broker-dealer Hewins Brokerage Services, LLC, member FINRA; Office of Supervisory Jurisdiction: 2501 Beltline Hwy, Suite 401, Madison, WI 53713, 1-888-520-3040. Securities may also be offered through ValMark Securities, Inc. Member FINRA, SIPC; 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Hewins is a separate entity from ValMark Securities, Inc.