Business Protection &
Succession Solutions
Smart Insurance Strategies for Long-Term Business Security
Business Solutions
Plan for the Unexpected
A strong business needs more than daily operations, it needs protection. At Health and Wealth, we help business owners safeguard their companies, retain key employees, and plan smooth ownership transitions using strategic life insurance solutions.
Plan for the Unexpected
Plan for the
Unexpected
A strong business needs more than daily operations, it needs protection. At Health and Wealth, we help business owners safeguard their companies, retain key employees, and plan smooth ownership transitions using strategic life insurance solutions.
Business Solutions
Why Business Life Insurance Matters
Life insurance helps protect your business by:
- Ensuring continuity during unexpected events
- Funding ownership transfers and succession plans
- Retaining and rewarding key employees
- Preserving the value you’ve built
Business Solutions
Why Instant Life
Insurance Matter
Life insurance helps protect your business by:
- Ensuring continuity during unexpected events
- Funding ownership transfers and succession plans
- Retaining and rewarding key employees
- Preserving the value you’ve built
Our Services
Our Business Solutions
Buy-Sell Planning
Provides funding for ownership transfer if a
partner or owner passes away.
Executive Bonus Plans
Reward and retain key employees through life insurance benefits.
Key Person Insurance
Protects your business from financial loss if
a critical team member is lost.
Endorsement Split Dollar
Shared-cost life insurance strategies for executive retention.
Loan Regime Split Dollar
Advanced plans to recruit and retain top
talent with long-term benefits.
Executive Retention+
Employer-controlled strategies to protect, retain,
and support succession.
Our Services
Our Business Solutions
Buy-Sell Planning
Provides funding for ownership transfer if a partner or owner passes away.
Executive Bonus Plans
Reward and retain key employees through life insurance benefits.
Key Person Insurance
Protects your business from financial loss if a critical team member is lost.
Endorsement Split Dollar
Shared-cost life insurance strategies for executive retention.
Loan Regime Split Dollar
Advanced plans to recruit and retain top talent with long-term benefits.
Executive Retention+
Employer-controlled strategies to protect, retain, and support succession.
Get Expert Guidance for Your Business
and create a smooth transition plan.
Ideal For
Who Can Benefit from Business Solutions?
Business Owners & Partners
Protect ownership, value, and succession plans.
Growing Companies
Retain top talent and stay competitive.
Family-Owned Businesses
Ensure smooth transitions to future generations.
Ideal For
Who Can Benefit from
Business Solutions?
Business Owners & Partners
Protect ownership, value, and succession plans.
Growing Companies
Retain top talent and stay competitive.
Family-Owned Businesses
Ensure smooth transitions to future generations.