Helping Businesses Take Control of their Future
We’re doubling down on our commitment to business owners (employers), offering you greater opportunities. Scott Heidesch, Head of Business Market Life Insurance Sales, has a short message to share with you about our path forward—focusing on small to medium-sized businesses (SMBs).
We’ve been a leader in this market for decades, so we know how to help you succeed. The market is broad and includes many sales opportunities, such as the following:
- Nonqualified deferred compensation plans, including those funded using corporate-owned life insurance (COLI).
- Life insurance sales used to fund any of our 30+ business concepts, like key person insurance, buy-sell strategies, and bonus plans, that help with business protection, business succession, and key employee retention & retirement.
- Trust-owned life insurance solutions for business owners and key employees.
- Personal life insurance coverage for business owners, key employees, and their families, for needs such as income replacement, retirement planning, and legacy and estate planning.
Benefit from a differentiating SMB experience
We provide support every step of the way, from pre-sale through plan administration, that includes:
- Solutions. Unique and customized plan designs are available for businesses of all types with a broad portfolio of life insurance products to fund them.
- Expertise. Experienced professionals provide legal, tax, case design, and sales support.
- Service. Comprehensive plan services relieve your clients of the plan administration burden.
And there’s more to come. Throughout 2022 and beyond we’ll be introducing new capabilities and market insights, providing more value, and making it even easier to do business with us. Together, we can help more business owners solve more of their financial needs.