Business Planning:
Business owners face the challenges of their marketplace every day. Meeting those challenges by assessing risks, evaluating opportunities and taking action is what running a business is all about.
If an owner dies or becomes disabled, many questions or problems will arise:
Who will run the business?
Can the business be sold? For how much? To Whom?
Where will the money come from?
If there are co-owners, will they be in business with a deceased owner’s family?
Who will have control of the business?
These issues must be carefully evaluated and plans implemented to protect both the business and the owners.
At CLF, Limited, we work with business owners and their advisor team to assess risks, develop plans and establish appropriate insurance programs to provide the money to assure those plans can be achieved.
Services:
- Key person insurance
- Funding buy/sell agreements
- Guaranteeing debt payoff
- Funded sick pay plans
- Executive benefits
- Tax and leveraging strategies
- Succession planning
CLF, Limited
P.O. Box 158
Mountlake Terrace, WA 98043
206-363-0410
1-800-747-6878
Securities through:
KMS Financial Services, Inc.
2001 Sixth Ave., Suite 2801
Seattle, WA 98121-9833
(206) 441-2885
Due to the various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance
products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
For securities: Washington.
For insurance those states are: Washington, Alaska and Oregon.