August 2, 2021

Financial Planning, Life, and Group Insurance

While our expertise is in commercial insurance and bonds, The Cashion Company, Inc. has licensed professionals to assist you in addressing important issues that affect your business and family:

  • Creating Tax-Free Wealth (outside the 1040)
  • Advanced Financial Planning
  • Pre-planning Retirement Strategies
  • Individual Retirement Accounts
  • Annuities
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • 401(k) Compliance Reviews
  • Employer-Sponsored Benefits Plans
  • Employer-Sponsored Retirement Plans
  • Business Life and Disability Insurance
  • Buy-Sell Agreement Funding
  • Key Person Insurance
  • Deferred Compensation Agreements
  • Retirement Plan Protection

Whether your need is for family estate planning or for addressing business continuity issues, The Cashion Company, Inc. is prepared to assist you in working to find the right solutions at the right price with the right strategic partners.