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Business owners

Benefits, retirement plans and succession for owners and their teams.

Business owners

SEP vs. SIMPLE IRA: the right plan for your headcount

Two retirement plans built for small businesses, two very different designs. The decision usually comes down to who you want the contributions to favor.

May 4, 2026 · 5 min read

Business owners

Key-person coverage and buy-sell funding: continuity you can bank on

Most owner agreements say what should happen if a partner dies or exits. Far fewer are funded. Insurance is what turns the agreement into money.

February 16, 2026 · 4 min read

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Insurance and annuity products:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

The Acclivus Group (TAG) and its advisors are licensed insurance professionals. Insurance products, including Medicare plans, life insurance, and annuities, are offered through licensed insurance agents and are subject to the terms, conditions, and limitations of the issuing carrier. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

We do not offer every plan available in your area. Currently we represent organizations which offer products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Not connected with or endorsed by the United States government or the federal Medicare program.

The Acclivus Group and its advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is for educational purposes only and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.