- Asset & Income Protection
- Supplemental Health Benefits
- Retirement Solutions
- Business Needs Analysis
- Asset & Income Protection
- Human Resource Support
- Estate Planning
- Personal Needs Analysis
Burke and Burke Insurance offers a complete line of services that are customized to suit your business or personal needs.
Asset & Income Protection: Life, Disability, and Long Term Care Insurance.
Supplemental Health Benefits: Accident, Cancer, Heart & Stroke, Critical Illness, Hospital Confinement Indemnity Insurance, Medical-gap plans.
Retirement Solutions: Most private-sector retirement vehicles are either Individual Retirement Arrangements (IRA); a defined contribution (DC), (401k’s) plan; or a defined benefit (DB) plan and Variable and/or Fixed Annuities.
Business Needs Analysis: Executive Bonus, Deferred Compensation, Key Man Insurance, Life or Disability insurance to fund buy-sell agreements; Business Overhead Insurance
Employee & Executive Benefits: Health, Short Term and Long Term Disability, Life Insurance, Long Term Care, Dental and Vision Insurance. In addition to the normal Employee benefits, Executive Benefits offer benefits not available with 401(k) plans, including, the increased flexibility to customize an Employee’s compensation and the ability for the Employer to selectively reward specific key employees.
•Executive Bonus Plan
•Supplemental Executive Retirement Plan (SERP)
•Executive Security Incentive Plans (ESP)
•Non-Qualified Deferred Compensation (NODC)
Human Resource Support: A comprehensive, web-based software solution for managing employer benefits and online employee self-service.
Estate Planning: The process of anticipating and arranging for the disposal of an estate. A wide variety of estate planning tactics can help our clients minimize taxes and administration costs, establish trusts, arrange who is to inherit, structure charitable and annual giving programs, etc., through the use of wills and trust, living trusts, irrevocable life insurance trusts, special needs trusts.
Personal Needs Analysis: Gives you a wealth of information regarding your financial status, presently; shows you possibilities for your financial status in the future; and suggests strategies to help you produce the outcomes you desire. Dreams can come true and they often do, if you have a plan. These may include cash flow summaries, asset allocation analyses, education analyses, insurance analyses, net worth statements and retirement analyses.