Personal Insurance:
Security and strategies to protect and transfer wealth.
Life insurance has evolved as a flexible and effective tool for wealth transfer, deferred compensation, stock redemption and cross purchase plans, as well as to amplify pension benefits and mitigate the risk associated with estate tax liabilities. Cherry Bekaert Benefits professionals apply their extensive experience, expertise and resources to advise clients as to the most efficient and suitable life insurance options available to achieve their objectives.
The considered disposition of assets, anticipation of tax and liquidity issues, and provisions for the financial security of family and friends are important matters that should not be left to chance. Our efforts in this area are directed by partners with extensive experience advising affluent individuals, senior executives and owners of closely held companies.
- Consulting & Competitive Analysis
- Life Insurance for Estate Planning
- Split Dollar Plans
- Redemption & Cross Purchase Programs
- Wealth Transfer & Equalization
- Executive & Deferred Compensation
Cherry Bekaert Benefits advisors provide the independent advice and analytical services necessary to secure personal insurance on the most efficient and effective basis possible.
