Sole Proprietors

Among small business owners, proprietors have unique challenges in their planning needs. A number of strategies and product solutions often promoted for owners of incorporated businesses do not work well for proprietors with their unincorporated businesses. But strategies are available to assist proprietors as well.

Strategies for proprietors

  • Tax minimization options
  • Personal legacy builder
  • Insured annuities
  • Insured retirement plans
  • Use of trusts
  • Succession planning

Product solutions for proprietors