This area of planning addresses the need for a business to replace a key employee. This employee may have specific knowledge, relationships or skills that will cause a financial detriment to the company if they die while working for the company. Key person insurance planning will provide funds to the business so that they can recruit, train and compensate a new employee or executive.

This area of planning can also mean the products and services to keep, compensate and hold key employees to the company.

Back to Products

These services are offered by Peak Planning Group, LLC, and are not a service of Raymond James Financial Services, Inc.