Business Owner Solutions : JL Financial and Insurance Solutions | Rohnert Park, CA

Business Owner Solutions

Here at JL Financial and Insurance Solutions, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Tax Deferral Strategies*

Protecting Your Business

  • Executive Benefits
  • Funding Deferred Compensation
  • Funding Buy Sell Agreements
  • Life Insurance
  • Succession Planning
  • Key Person Insurance

*Neither JL FINANCIAL & INSURANCE SOLUTIONS, NYLIFE Securities LLC and its affiliates, nor its representatives provides tax, legal or accounting advice.   Please consult your own tax, legal or accounting professional before making any decisions.