Services
Business Financial Services
Our financial solutions can help you achieve these goals and more.
We can provide you:
SAVVY - Business Savings Program
This innovative solution is tailored to significantly enhance both your cash flow and employee retention, ensuring a positive impact on your overall financial well-being.
You will annually save an average of $500 per enrolled employee, making a substantial impact on your bottom line. Furthermore, we have an exclusive partnership with a leading national agency, which means you may experience up to a 5% reduction in workers’ compensation expenses.
We work closely with you to identify cost-saving opportunities, optimize revenue streams, and create a customized strategy for consistent and sustainable cash flow. As for your employees, we design competitive compensation packages and implement cutting-edge strategies for employee engagement.
SUPPLEMENTAL BENEFITS
Did you know…
Recognizing the significance of these findings and the challenges you may have when retaining top talent in your company, we offer supplemental benefits to enhance your traditional employee benefits offerings.
Key Benefits You Can Enjoy with
this Supplemental Benefits Field:
Infinite Banking: The Ultimate Financial Strategy
Infinite Banking is not just another financial service; it’s a powerful financial strategy designed to unlock the potential of your business’s capital. It comes from the idea of taking control of your financial destiny and leveraging your financial resources for maximum growth and flexibility.
Wealth Accumulation
it provides you with the opportunity to create a wealth-generating mechanism within your own company structure. By setting up a custom-designed whole life insurance policy, your company can steadily build up cash value, which can be used for various financial purposes.
Tax Advantages
The cash value growth within an Infinite Banking policy often comes with tax advantages. It can potentially provide your business with tax-free access to funds when needed, enhancing your overall tax strategy.
Financial Flexibility
It offers your business greater control over its financial future. With the ability to borrow against the policy's cash value, you can fund a variety of opportunities, investments, or business expansion initiatives, —all while ensuring financial security.
Risk Mitigation
Through this service, your business becomes more resilient to economic downturns and market volatility. It acts as a financial safety net, providing liquidity during challenging times.
Commercial Insurance
In the fast-paced world of business, unexpected challenges and risks are bound to arise. To protect your company’s assets, operations, and employees, it’s important to be prepared.
Our Commercial Insurance Services are tailored to offer you peace of mind, guaranteeing that your company is well-protected against the uncertainties of the business world.
Tailored Coverage
We work closely with you to assess your distinct business risks and needs. Whether you're a small startup or a large corporation, our experts will create a customized insurance package that provides comprehensive coverage.
Diverse Insurance Solutions
Our offerings encompass a wide range of insurance types, including property insurance, liability coverage, worker's compensation, business interruption insurance, and more. Regardless of the nature of your business, we can ensure that you are fully protected.
Risk Management
One of our key roles is to assist you in developing effective risk management strategies to minimize potential risks and claims. By taking a proactive approach, we can save your business time and money in the long run.
Claims Support
In the unfortunate event of a claim, our dedicated claims support team is here to guide you through the process. We strive to expedite claim settlements to minimize disruptions to your business operations.
We have helped +560 customers in the United States.
What Our Customers Say:
I would recommend Miguel as a financial coach. He was helpful with my investment strategies and my retirement plan. He is also patient, communicative and demonstrates proficiency with the topics related with investment plans. If you need any financial advice. Don´t hesitate to message him.
I´ve had the pleasure of working with many professionals in our line of work, but Miguel is someone I will always remember fondly. I have had the of working with Miguel on several occasions, where we organized workshops and info sessions for the local Hispanic business community. His humor and empathy fostered a comforting work environment, and his holistic approach to the issues related to personal and business growth helped participants develop knowledge and new skills. I highly recommend working with Miguel Diaz!
Miguel is an excellent communicator and coach. Miguel has helped EparaTodos – Lawrence, MA for the past couple of years teaching a goal setting class to our entrepeneurs, who participate in our accelerator program. His positive energy, knowledge, and teaching techniques make his session one of the most inspiring classes of the program. Thank you for your support Miguel!
Hola! Les recomiendo a Miguel por su profesionalismo, seriedad y entrega en las sesiones de coach. He terminado mi proceso con mucha alegría y satisfacción por los logros obtenidos. Los invito a consultarlo. Gracias Miguel de corazón por todos tus aportes y dedicación para apoyarme.
Bendiciones!!
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