Competitive Strategies

Here at SFG Brokerage, we have the expertise and infrastructure required to support all case types.

Business Planning 

• ​Business Succession Planning 
• Business Protection Planning 
• Key Person Insurance 
• Buy/Sell Insurance 
• Exit Planning Strategies 
• Worksite Voluntary Benefit Plans 

Executive Benefits Solutions 

• Supplemental Executive Retirement Plans 
• Group Carve-Out Plans 
• Deferred Compensation Plans 
• Pension Plans 
• Executive Bonus Plans 

Estate Planning  

• Estate Tax Projections 
• Tax Minimization Strategies 
• Advanced Gifting Strategies 
• Family Business Integration 
• Trust Planning Services 
• Life Insurance Trusts 
• Healthcare Proxies 
• Will Management 

Individual Planning 

• Retirement Planning 
• Protection Plan Analysis 
• Estate Planning Integration 
• Education Planning 
• Long Term Care Planning