Life & Estate Planning

Life & Estate Planning

Bolton & Company is affiliated with some of the best and brightest estate planning and business continuation professionals in the business. The needs of estate planning and business continuation can take many forms and be very unique to the specific needs of the individual and/or company.

Personal Needs:

  • Life Insurance
  • Disability income insurance
  • Estate Planning
  • Tax-favored savings plans/education funding
  • Retirement planning
  • Annuities
  • Living needs benefits (for nursing home, terminal illness, etc.)
  • Lowest cost term insurance
  • Long-term care insurance

Business Needs:

  • Key person insurance
  • Buy-sell funding
  • Wage continuations plans
  • Executive compensations plan
  • Pension/profit sharing/401k plans
  • Payroll deduction life insurance
  • Group term and group term alternatives
  • Business continuation strategies