Business Owners

We are committed to helping you maximize the success and profitability of your business. Our specialized products and services can help give your business the support it needs to thrive. We provide access to products and services that help you manage your business and plan for the future so you can focus on doing what you do best, take care of business.
Employee, and executive retirment plans and packages.

A competitive employee benefit package helps you attract and keep employees, regardless of the size of your company.  Moreover, it can help you manage the tax liabilities of your successful operation.

Planning for succession, merger, acquisition, and other business exit strategies

It can be helpful to start planning for business changes many years in advance. 

Selling a business: There are many options to consider in both the sale and how you will generate income after the sale.

Transferring the business to a family member: There are a variety of succession planning strategies you can use to transfer the business to a family member.

Funding a buy-sell agreement

If your business has more than one owner, you need to understand the risks you may face if one of you dies unexpectedly. A buy-sell agreement sets up how ownership of the business may be transferred if one owner dies.

Liability Management

Through our Wells Fargo affiliates, you have access to banking & lending products.

Key person life insurance

Proceeds from this type of business insurance can help offset the loss of sales your business would experience or expenses it may incur if a key person dies. Moreover, it can create a way to bonus and retain key personnel.

Business owner life insurance

As a business owner, it’s important to consider both replacing the income your family depends on, and also providing funds to pay off business-related liabilities.  

Next steps 

Make an appointment with us to talk about your business needs.

Talk with your family or partners about insurance or succession planning.

Check the beneficiary designations on your financial and investment accounts.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.