Benefits Login

Pasted Graphic

Business Planning:

Business owners face the challenges of their marketplace every day. Meeting those challenges by assessing risks, evaluating opportunities and taking action is what running a business is all about.
If an owner dies or becomes disabled, many questions or problems will arise:

checkmarkWho will run the business?

checkmarkCan the business be sold? For how much? To Whom?

checkmarkWhere will the money come from?

checkmarkIf there are co-owners, will they be in business with a deceased owner’s family?

checkmarkWho will have control of the business?


These issues must be carefully evaluated and plans implemented to protect both the business and the owners.
At CLF, Limited, we work with business owners and their advisor team to assess risks, develop plans and establish appropriate insurance programs to provide the money to assure those plans can be achieved.
Services:

  • Key person insurance
  • Funding buy/sell agreements
  • Guaranteeing debt payoff
  • Funded sick pay plans
  • Executive benefits
  • Tax and leveraging strategies
  • Succession planning



CLF, Limited
P.O. Box 158
Mountlake Terrace, WA 98043
206-363-0410
1-800-747-6878