Winslow Warren Insurance Financial Services Department has been established as a special division to design, develop and implement benefit programs for employers and their employees.

Our financial services address several key areas that may result in important savings and security for you and your business.

KEY PERSON/EXECUTIVE BENEFITS: We can help you attract and retain the best people by designing and implementing such golden handcuffs as deferred compensation plans, executive bonus programs, split dollar packages and salary continuation/sick pay plans.

BUSINESS INTERESTS: Winslow Warren's financial specialists can assist you in buy sell agreements and business continuation plans, which can have a major impact on what  happens to your business should you die prematurely or become disabled.

RETIREMENT PROGRAM:  You may be missing a major opportunity if you are not using business dollars on a tax deductible basis to provide for your retirement.

GROUP BENEFITS:  We may be able to improve your current group health, life and disability benefits or decrease the cost on existing coverage.  We have also been successful in setting up payroll deduction programs to enable you to offer employees additional life increase and retirement funding without any cost to you.

PERSONAL INSURANCE:  If you are currently paying your life and disability insurance with after tax dollars, we may be able to show you how to make your personal income go further.

As tax laws and insurance coverage become more complex for the small business owner, it is important to find a financial advisor who is both knowledgeable and caring about the future of your company.  A call to our Financial Services Department can open a world of financial information to you and your business. 

INVESTMENTS AND INSURANCE PRODUCTS