Services
“One cannot be prepared for something while secretly believing it will not happen.”
Nelson Mandela
PEXB utilizes decades of planning experience to help our clients protect the business entity and executive teams from unforeseen events while at the same time preparing for long term goals.
The holistic process starts with getting to know the business structure, culture, and goals. Then we help with plan design, implementation and on-going service of executive benefit plans and corporate owned life insurance.
Our top priority is making sure your company has the ability to stand strong through whatever comes to pass, and we dedicate all of our resources to making sure we get there.
- Supplemental Disability Insurance
- Buy-Sell Agreement
- Key Person Insurance
- Executive Bonus Plans
- Estate Planning
- Corporate Owned Life Insurance
- Nonqualified Deferred Compensation
- Supplemental Executive Retirement Plans
- Supplemental Life Insurance
- Business Transition Planning
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