We never stop striving to deliver a rewarding experience for our clients and their organizations. Our team of financial professionals will help you grow and protect your wealth.

Financial Strategies Brochure

(Download)

Insurance

 

Life Insurance

•  Annually Renewable Term

•  Level Term (5, 10, 15, 20, and 30 year)

•  Universal Life

•  Variable Universal Life

•  Survivorship Variable Universal Life

•  Whole Life

•  Corporate Owned Life (COLI)

 

Disability & Long-Term Care Planning

•  Individual Disability Incom

•  Group LTD and STD

•  Business Overhead Expense

•  Disability Buyout Protection

•  Individual & Group Long-Term Care

•  Executive Carve-Out LTC

 

Health Insurance

•  PPO/HMO

•  Indemnity Plans

•  Individual & Group Medical Plans

•  HSA/HR

•  Cafeteria (125) Plans

 

Business Strategies

•  Executive Bonus Plans

•  Business Continuation Plans

•  Key-Person Plans

•  Split-Dollar Plans

•  Group Carve-Out Plans

•  Salary Continuation

•  Deferred Compensation Plans

•  Executive Benefit Plan Administration

•  Buy-Sell Funding

 

Annuities

•  Fixed (single premium & immediate)

•  Variable Annuities (immediate & periodic payment)

•  Group Annuities (qualified retirement plans)

 

Property & Casualty Insurance

•  Auto & Homeowners Insurance

•  Commercial Liability Insurance

•  Workers' Compensation

•  Overall Risk Analysis

•  Risk Control

•  Claims Management

 

 

For more information, contact any of our Financial Strategies Professionals:

Click to view profile

West Des Moines, Iowa

1045 76th Street, Suite 4000

West Des Moines, IA 50266

Mendota Heights, Minnesota

2010 Centre Pointe Blvd.

Mendota Heights, MN 55120

Omaha, Nebraska

8204 S. 109th Street

LaVista, NE 68128

Overland Park, Kansas

11020 King Street, Suite 350

Overland Park, KS 66210

Copyright Bearence Management Group - All Rights Reserved

866.509.2499