Sapers & Wallack

Services

For Businesses

• Overview
• Business Continuation Planning
• Charitable Concepts
• Executive Benefits
• Group Benefits
• Insurance
• Investment Advisory
• Retirement Plans

For Individuals

• Overview
• Charitable Concepts
• Estate Planning
• Insurance
• Investment Advisory
• Retirement Planning

For Businesses

Insurance

Through every phase of growth that our business clients possess, Sapers & Wallack is there to support this progression by providing cost-effective insurance programs to help ensure longevity and future success for the business.

As a business ourselves we understand the difference between a risk that you can afford to cover versus a risk you cannot afford. For example, as an individual, what homeowner does not insure his or her personal residence from damage by fire? Surely not everyone is fearful that their home would burn to the ground, but if it does happen, they are prepared to recover fully by purchasing a homeowners’ insurance policy. This is no different than running a business and taking the appropriate steps to ensure that it too will recover if there are some bumps in the road.

We sell insurance policies to businesses and offer tax favored investment products that are sophisticated. Sapers & Wallack can help navigate these waters so that our clients are utilizing the best tools and strategies for their respective business.

Insurance uses for businesses include:

• Business Interruption Insurance
• Buy/Sell funding
• Cost Recovery Funding
• Disability buyout protection
• Key person coverage

We also have in-house specialists who help our corporate clients decide which insurance products are best for them and their employees, including:

• Disability Insurance
• Life Insurance
• Long Term Care Insurance

In addition, through National Financial Partners, we can now offer a national scale venue to our clients to obtain Property and Casualty insurance coverage. Because of the volume of business we do with carriers and the relationship we have with them through National Financial Partners, Sapers & Wallack is able to do competitive bidding and recommend a resolution that best meets our clients’ individual needs.