Financial Services


401(k) / Profit Sharing Plans: We provide expertise in 401(k) and profit sharing plans in addition to products and plan designs for attracting and retaining key employees. We also assist business owners and controlling stockholders in developing programs, taking full advantage of tax deferral opportunities through non-qualified compensation plans for themselves and select executives. Strategies include:

• Supplemental or excess benefit executive retirement plans
  
• Combined funded and non-funded deferred compensation programs

Individual Life, Annuities, and Disability Insurance: USI Northwest specializes in providing individual life and disability products to the estate, business, and professional markets. We work as brokers who find the correct product and company for our clients to provide the most economical solution to their problems. Some of these products include:

• Wealth conservation and transfer strategies
  
• Estate tax funding
  
• Business succession planning
  
• Buy-sell agreement funding
  
• Key person protection
  
• Disability planning
  
• Charitable giving strategies