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business planning

The Milam Insurance Strategies team is highly regarded in the financial services and risk strategies industries. Our business planning team has years of experience and can assist you in business planning research, creative planning design, and point of sale consultation. In addition to our in-house specialists, the Milam Insurance Strategies team has relationships with top valuators, attorneys and industry experts who offer on-demand expertise and solutions.

QUALIFIED PLANS
 

Client Profiles
Concept Pieces
Fact Finder
Expert TPA Referral
Existing Plan Review
Plan Creation
Product Selection
UW Expertise
Point of Sale Support

EXECUTIVE BENEFITS
 

Executive Bonus & Deferred
Compensation
Split-Dollar Arrangements
Existing Plan Review
Plan Creation
Product Selection
Sample Agreements
Concept Specific Attorney
Referral
UW Expertise
Point of Sale Support

BUSINESS SUCCESSION PLANNING
 

Business Valuation
Buy/Sell Arrangements
Exit Strategies
Estate Equalization
Existing Plan Appraisal
Plan Creation
Product Selection
Sample Agreements
Concept Specific Attorney

MARSHALL & STEVENS
 

Business Valuation Consultation

Tax Valuation
Fair Value Analysis

THE SENEX GROUP
 

Pension consulting
Defined benefit cash balance plans
Split funding

SFI
 

Premium finance

MEET OUR TEAM

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CALL US FOR MORE INFO
(904) 570-6019

 

HAVE QUESTIONS?
Please provide us with the basic details of your company's business
planning needs and we will respond promptly.

 

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