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Owner Management Services

Management Services

At Wilman Financial Inc. we understand that you work hard to increase the value of your business. We offer the following Management Services:

Corporate-Owned Life Insurance

If you have investments or retained earnings “trapped” inside your business or professional corporation, corporate-owned life insurance may be able to significantly reduce your tax burden while generating a very respectable return on investment.

In addition, corporate-owned life insurance may be used to transfer these investments to heirs of the business very tax efficiently when compared to traditional taxable investment options.

Buy-Sell and Key-Person Insurance

We offer buy-sell insurance for owners and shareholders to ensure the business receives a fair market price. Also key-person insurance is highly recommended with businesses that would suffer without the talents of a key employee if they died or became disabled. It is especially valuable in companies with small management teams, little cash reserves and no management training.

“Management services
you can depend on”