Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840

Programs for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Group Insurance

  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Life Insurance

Financial Planning

  • Employee Financial Planning
  • Educational Seminars

Business Planning and Estate Planning Strategies

  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • 401(k) Retirement Plans

Retirement Plans

  • Individual Retirement Accounts (IRAs)
  • Simplified Employee Pension Plans
  • SIMPLE Plans
  • 401(k): Owner 401(k), Roth 401(k)
  • 403(b)(7) (non-contributory)
  • 403(b)(1)
  • Pension/Profit-Sharing
  • Keoghs
  • 412(E) Plan

Executive Benefits

  • Bonus Plans
  • Deferred Compensation Plans
  • Split Dollar Plans
  • Group Carve Out

Business Continuation Programs

  • Key Person Coverage
  • Buy-Sell Agreements
  • Succession Planning
  • Business Overhead Expense
  • Disability Buyout
  • Employee Stock Ownership Plans (ESOP)