Corporate Solutions

Financial Services for Businesses

Today’s business owners need to provide financial and insurance solutions for not only themselves, but for their employees and business as well. Legacy Builder Group associates can offer a variety of products and services to help business owners meet their specific needs.

Executive Compensation Programs 1

With Legacy Builder Group Executive Compensation solutions, our associates can help business owners design plans to attract quality employees and retain key personnel

    • Deferred Compensation
    • Executive Bonus
    • Split Dollar
    • Section 419 DBO Plans

Business Continuation Programs 1

Legacy Builder Group offers a variety of solutions that can help a small business owner transfer business ownership and protect the future of his/her company.

    • Buy-Sell Arrangements
    • Business Continuation Strategies


Retirement Plan Solutions 1

It’s important for a business to not only invest in his/her company but also in the employees that work there. Legacy Builder Group offers a variety of packages to help reward and retain personnel with tangible benefits programs such as:

    • 401 (k)
    • Profit Sharing Plans
    • Pension Plans
    • SEP and Simple IRA
    • Sole Proprietor 401 (k)




1 Only those Legacy Builder Group associates who are actively registered with Brokers International Financial Services, Inc. may offer securities-related products.