Business Services

Executive Benefits: Executive benefit packages can help you attract and retain high-quality talent. We can help you design and implement supplemental employee retirement plans, fund non-qualified plans, split-dollar plans and more.

Succession Planning: Most business owners would like the flexibility to retire on their own terms, while making sure the business transfers to family members, key employees, or maybe even a charity of their choice. We can help you determine the financial strategies to make this happen in the way you desire while providing needed financial security.

Key-person Insurance: Key-person insurance provides a death benefit to indemnify an employer for the loss of one of its most important assets- the key person. This can assist not only in continuity of business but also maintaining access to lines of credit and customers' confidence in your business.

Funding buy-sell agreements: A buy-sell agreement is a legally binding agreement between co-owners of a business that lays out what will happen if a co-owner dies or leaves the business. A funded buy-sell agreement uses life insuracnce, to make sure there will be money available to execute the agreement if the event occurs.

Funding Deferred Compensation: Deferred compensation is a written agreement between an employer and an employee in which the emplyee chooses to have part of his or her compensation withheld by the employer, invested on their behalf, and distributed at a predetermined time in the future. Deferred compensation can be used as a way to attract and incentivize key employees. 

Disclosure

Jason Depetris is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, FL, IL, KY, NH, NV, RI, TX, and WA. No insurance business may be conducted outside the states referenced.

Jason Depetris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 111 W Ocean Blvd Ste 400, Long Beach, CA, 90802, 562-216-8105. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IL, NV, RI, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jason Depetris is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, IL, NV, RI, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BE HERE NOW INSURANCE AND FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BE HERE NOW INSURANCE AND FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​