Our Services > Executive & Corporate Services

MartinWest Insurance Brokerage helps for-profit or non-profit organizations manage their executive benefit programs. We design supplemental or fringe benefit programs to ensure your organization’s executive benefits remain competitive.

Business Continuation

We help plan for an entrepreneur’s retirement, disability, or death. Our services include:

• Business Valuations
• Traditional Buy Sell Agreements with Funding
• ESOP Buyouts
• Preferred Stock Recapitalizations
• Private Annuities

Executive Planning

We help craft strategies for retirement plans, including:

• Hot Trends in Benefits
• Marketing & Sales Support
• Carve-Outs for both Life and Disability Plans
• SERPS
• COLI
• SEC 162 Bonus Plans
• 401(k) Mirror Plan

Wealth Management

We assist in wealth management and wealth transfer through determining your goals, calculating transfer costs, mitigating your liability, and designing a solution to meet your needs.

We have been helping companies reduce costs and improve benefits for over eleven years. Contact MartinWest Insurance today toll free at 1.877.656.0427 or email at info@mwinsure.com.