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Business Planning Resources

businessman in a car having learned about the potential advantages of layering large life insurance policies

Here you will find access to:

  • Conversation Starters with Business Owners
  • Business Transfer Planning
  • Key-Person Solutions
  • Executive Benefit Arrangements
  • Supplemental Executive Retirement Planning (SERP)
  • Non-Qualified Deferred Compensation Planning (NQDC)

 

Informal Business Valuation

 

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CA Corp. Insurance License: 0E02059

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Mail & Overnight Address

CPS Advantage
3020 Old Ranch Parkway #300
Seal Beach, CA 90740