Solutions for Companies & business owners

We understand that as business owners, you have unique needs and goals. That’s why we provide you with specialized guidance and products that challenge the status quo! With Vantage, you’ll get real solutions to protect your assets, grow your wealth, avoid taxation, enhance retirement outcomes, and generously reward your team.

Key-Man Life Insurance Solutions – true custom-tailored plans to accomplish your goals, multitask your dollars, and support your ultimate goal to protect your assets and build lasting wealth. Your most valuable asset in your company is, and always will be, your best people. Click here to learn more

Executive bonus plans – Looking for creative solutions to compensate and keep your top people? Executive bonus plans offer a very tangible way to show appreciation, provide something of lasting value and protection, and even significantly improve retirement outcomes.  Click here to learn more

Buy Sell agreement life insurance plans – One of the most under-utilized, yet highly critical, planning elements every business with multiple owners should have done and updated annually.  Without proper planning, the death or disability of an owner or partner can trigger a domino effect that will cripple a company, and even eventually cause it to fail. Don’t let this happen to your life’s work! Put plans in place that protect everyone’s interests.

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• Buy Sell Agreement
• Cross Purchase Case Study

Group Life insurance, Group Disability Insurance – Providing your employees with affordable financial protection is paramount to making your team feel appreciated and cared for. Many plans allow your team to be covered via very simplified underwriting, or even guaranteed-issue. Coverage can also be portable and convertible! Looking for a review of your current plan? Or perhaps a more strategic option? Get in touch for a complimentary plan review.

Retirement and exit strategy planning – For many accumulation of money and assets isn’t really the problem. the trouble comes when you try to get those assets out of your company. Equally as troublesome can be how to turn those assets into an efficient, safe, and reliable income stream for a worry-free retirement. We can help. Our client typically see an increase in retirement income of 30-50% by implementing just one of our simple strategies.

Solutions for non-profits and ministries.

Solutions to protect against the loss of a key leader, director, or pastor

Solutions for making your savings funding work smarter and harder for you, building a bright and prosperous future so you can continue doing what you do to make the world a better place.

Solutions for donors and key supporters. We show you and your passionate supporters strategies that will make their generous contributions multiply many times over and have massive impact, far beyond what would otherwise be possible!

Solutions for individuals and Families

Real wealth plans that are simple and easy to implement, and designed to withstand REAL life. – We will guide you to the time-tested principles that help you understand the order of priorities in your financial life, and how to manage your money and assets in a way that builds predictable, generational, financial freedom. We’ll show you how to enjoy the peace of mind few ever do, and have a level of financial freedom most never achieve. Enjoy the best things in life, while being protected from the worst things life can throw at you!

Life Insurance – “Life insurance protection is universally agreed to be the foundation of protecting what matters most in your life – your family, your assets, and all you’re working so hard to build. It ensures that the desires and dreams you have for your loved ones will come to pass, even if tragedy strikes. As your broker and advisers, the team at Vantage Insurance Solutions can help you find the best policy to meet your needs, goals, and budget!”

Disability Insurance – “How will you continue to pay your bills and support your lifestyle if you can’t work? Here’s how… protecting your greatest asset…your income”

Long Term Care Insurance Solutions – “You might be surprised to find that there are more options, and it’s much more affordable, than you might think! Planning ahead will ALWAYS save you money and protect your assets and your family.”

The Vantage PWF Strategy – Perpetual Wealth Financing positions your money to grow perpetually impervious to market risk, taxation, and lost opportunity costs, for generations! Build a family banking system that is simple, sustainable, and will ultimately make a more massive difference in your wealth than any other strategy. This impressive yet simple solution is all about true financial freedom and independence.

Annuities – We can show you how to maximize guaranteed lifetime income. These financial tools, when used properly, and with the right planning in place, can ensure that you get top-dollar income from your hard-earned life savings and investments, eliminate risk, and live out your retirement in dignity. Annuities are often misunderstood, and are sometimes mis-sold to clients. We can help you review your current annuity to make sure it is going to serve it’s purpose and is as efficient as possible.

Tax Planning You Won’t Find On Main Street

Professionals and experts that offer the most comprehensive approach to cutting taxes.