Company-Owned Life Insurance Plans

Your business is much more than a career; it's your livelihood.

The right life insurance strategy can be the solid foundation you need to position your company for future growth and success.

But it can also be a versatile tool for retaining and attracting top talent to your organization, while protecting the people who already keep your operations running smoothly. Company-owned life insurance can help business owners:

  • Protect against the loss of key employees
  • Fund stock redemption plans
  • Support split-dollar life insurance plans
  • Finance executive benefit arrangements

Our Policy Audit and Review (PAR) Process can help business owners, CFOs and controllers evaluate and monitor their existing life insurance assets, and help ensure they have the best-possible protection for their needs.

Resources For Your Business

Learn how a Policy Audit & Review can benefit your company
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Does your company's retirement plan need a checkup?
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Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services and fees is set forth in Wipfli Financial’s current Form ADV Part 2A brochure, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services.

Insurance products, both securities and non-securities, when offered, may be offered through an affiliated broker-dealer/insurance agency Wipfli Insurance Services, LLC, member FINRA; Office of Supervisory Jurisdiction: 2501 Beltline Hwy, Suite 401, Madison, WI 53713, 1-608-270-2918. Securities may also be offered through ValMark Securities, Inc. Member FINRA, SIPC; 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Wipfli Financial is a separate entity from ValMark Securities, Inc.