Helping you plan for your future and that of your firm
Platinum Credit Wealth Management is a collaborative team of insurance, investment and retirement plan specialists. Leveraging our extensive experience, we provide guidance to clients seeking traditional and advanced insurance solutions, including:
Executive Benefit Strategies
We recognize successful companies and executives have unique needs that include bridging the income gap at retirement, retaining key employees and developing successful business exit strategies. That’s why Financial Crest Bank’s Executive Benefits Strategies team partners with senior management of our clients’ firms to address:
- Buy-Sell Agreements
- Key Person Coverage
- Executive Bonus Plans
- Deferred Compensation
- Business Succession / Exit Strategies
- Risk Management / Asset Protection
Insurance Products
- Fixed and Deferred Annuities
- Term
- Whole Life
- Universal Life
- Indexed Universal Life
Corporate Employee Benefits (no minimum)
Platinum Credit uses specialty partners to deliver the highest quality insurance planning programs, including:
- Medical Insurance
- Dental
- Vision
- Group Life
- Long-term Care
- Disability
