Businesses

Every business is a unique group of people with unique needs, resources and geographical realities. We don’t do cookie-cutter policies, but instead look to listen, learn and design business-specific solutions.

Schwartz & Associates offer our clients the ideal partnership to assess, design, acquire and annually reaffirm the distinct financial services that meet the ongoing needs of their businesses. From Buy/Sell Agreements to Business Succession Planning, and from Group Health to Benefits Enhancement, we can be the one-call to get your business covered.

Since 1989 we’ve been working with businesses of almost every industry and scale to ensure they are protected against risks and perfectly positioned to own their future. Our process is efficient and produces highly effective outcomes:

We sit with all critical stakeholders to assess and define the business needs
Working within a variety of markets and all of our trusted partners, we design and build the right set of policies that will meet the needs of your business
We touch base regularly and annually review your policies to ensure that you haven’t outgrown your insurance and remain ideally covered

We work in the following areas:

Buy/Sell Planning & Funding strategies
Employer Sponsored Plans
Group Life Insurance
Group Health
Multi-Life Disability Income Insurance
Group Long-Term Disability Insurance
Group Short-Term Disability Insurance
PEO Analysis & Integration

“One final word: ‘Peace of Mind’ is not just a business slogan for you, it’s a working business model. ”

— RW, Mystic, CT