Your Planning Partner for Your Small Business at Every Phase

At Lafayette Life, our Advanced Markets team offers your Financial Representative top-tier guidance from professionals with a wealth of financial and legal planning experience. We look forward to partnering with you to provide insurance, business planning, and retirement planning services for you and your business.

Advanced Markets at Lafayette Life: Partnering for Your Success

Business owners work hard to build something everyone can be proud of. Now is the time to take steps to help ensure the success and survival of your business for generations to come.

Your Financial Representative and Lafayette Life’s Advanced Markets team can offer solutions to help you attract and retain valuable employees, prepare for the unexpected, and build plans for every stage of your business’s lifecycle from creation to retirement and succession. Our Advanced Markets professionals provide Financial Representatives with knowledgeable guidance on the most complex planning scenarios.

Plan for the Future of Your Business

As a small business owner, your business is responsible for a large percentage, if not all, of your current income and total net worth. This makes the preservation of your business value and the continuation of your business in the event you pass or are unable to continue in your current capacity very important to you and your family. Business continuation planning may be an important matter a business owner needs to tackle to help ensure his or her business remains in good hands.

Buy-Sell Agreement

Find out how a buy-sell agreement can help plan for the transition of your business.

Key Person Insurance

Learn how to help protect your business from unexpected loss with key person insurance.

small business business planning strategies

Stand Out With Benefits for Your Key Contributors

Non-qualified incentive or bonus plans are tax-deferred, employer-sponsored plans designed to reward key contributors to your business. These kinds of plans give you the freedom to decide where your hard-earned dollars go with few limitations and little administrative hassle.

Executive Bonus Arrangements

Consider how your business can help attract and retain key contributors with incentive programs.

Split Dollar Arrangements

Share the cost of providing supplemental retirement benefits using life insurance.

Contact Us To Discuss Advanced Sales Concepts

Beady B. Waddell III

JD, LLM, MBA, CLU^®, ChFC^®
Vice President, Advanced Markets

Katherine D. Goldsmith

JD, CLU^®, ChFC^®, ChSNC^®
Assistant Vice President, Advanced Markets

Marchaun E. Morrison

JD
Assistant Vice President, Advanced Markets

Email the Team

Let’s Team Up for Success

You and Lafayette Life could be a winning combination together. Whether you are ready to become a Financial Representative or would like to learn more about working with Lafayette Life, we are eager to hear from you.

Become a Financial Representative

Learn More About Working With Us

IMPORTANT DISCLOSURES

The Lafayette Life Insurance Company does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Lafayette Life cannot guarantee that the information herein is accurate, complete or timely. Lafayette Life makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.