ClaryEB consults with privately held companies in the areas of insurance, benefits, and executive compensation. Having served as President and CEO and as a major shareholder of a national firm with nearly $100 million in revenues, Jim Clary has a unique perspective to offer business owners.

Services include:

  • Business continuity and exit planning
  • Family succession planning
  • Keyman insurance
  • Life insurance for estate liquidity
  • Buy-sell agreement funding
  • Disability insurance
  • Qualified retirement plans
  • Nonqualified retirement plans
  • Executive benefit plans
  • Executive compensation arrangements