Owner 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.
you can depend on”