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Executive Benefits

A strong relationship with my insurance broker is very important to me, and Rogers & Young Insurance has certainly established that. As my business has grown, Rogers & Young has been right there with me, meeting my new complex requirements and making sure my business property is protected. Having Rogers & Young as a trusted advisor has given me additional peace of mind and allows me time to focus on continuing to grow my business.

— David Ortega,
Lola’s Market
Lola's Market

Business owners and highly-compensated executives have unique planning needs. This can involve protection from the loss of a key employee, transferring the business to the next generation, or looking at additional methods to fund retirement.

Rogers & Young provides comprehensive advice for all aspects of executive benefit planning. We assist our clients by providing solutions that integrate with their overall financial plan, and we work closely with their other trusted advisors to make sure they are tax efficient.

Here are some of our services:

  • Estate Preservation
  • Succession Planning
  • Deferred Compensation
  • Key Person Life Insurance
  • Business Buy-Outs
  • Buy/Sell Agreements
  • Disability Carve-Outs