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Your Financial Security Starts Here

Protecting What Matters Most to You and Your Family

Get personalized insurance quotes and retirement planning solutions from licensed professionals. Compare rates, coverage options, and find the perfect protection for your unique needs.

3308 Cleveland Heights Blvd STE 102, Lakeland, FL • (888) 441‑7891

Life Insurance

Split Dollar Life Insurance

Create a strategic partnership where both employer and employee share the benefits and costs of a life insurance policy as part of an executive benefit strategy.

employer employee split dollar life insurance

Key Benefits

Discover what makes our coverage the right choice for you

Cost-sharing arrangement between employer and employee

Selective benefit for key executives only

Customizable to meet specific business objectives

Potential for tax advantages for both parties

Can help with executive retirement planning

Powerful tool for executive retention

Flexible agreement structures to suit your needs

Coverage Amount

Customized to your needs

Protection Type

Life Insurance

Application Process

Simple 15-minute consultation

Coverage Features

Explore the essential protections included in every plan

Coverage Features Image
  • Endorsement and collateral assignment methods available

  • Permanent life insurance with cash value accumulation

  • Ability to recover costs for the business

  • Employee access to death benefit protection

  • Custom vesting schedules can be established

  • Potential supplemental retirement benefits

  • Clear documentation and agreement templates

  • Regular policy and agreement reviews

Ready to get protected?

Speak with our insurance experts to find the right coverage for your needs.

Ready to Find the Right Coverage?

Our experienced agents are standing by to help you navigate your insurance options and find the perfect plan for your needs.