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Investments > Landmark Investments > Business Owners

Business Owners

As a business owner, you are in the unique position of being responsible for your own life insurance and retirement plans. We can help you sort through the various options and find the combination that is right for you and your business. We offer a full range of retirement plans, insurance policies, and business continuation plans to meet the needs of the owners of all types and sizes of businesses.

Our retirement plans include:
  • 401(k) Plan
  • 403(b) Plan 
  • Keogh Plan 
  • Profit Sharing Plans (PSP) 
  • Simplified Employee Pension Plans (SEP) 
  • Savings Incentive Match Plan for Employees (SIMPLE)

Our life insurance plans can help closely held businesses: 

  • Plan for contingencies and business survival 
  • Cover the loss of a key employee 
  • Fund buy/sell agreements 
  • Keep business operating if a key employee is disabled

Our life insurance policies for business owners include: 

  • Term insurance for opening a new business 
  • Survivorship Life (long term) 
  • Executive Deferred Compensation

Securities and insurance products offered by Cetera Investment Services LLC, a registered broker/dealer. Member SIPC/FINRA. Cetera Investment Services is not affiliated with Landmark Bank. Investment products are: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Services Advisory Services Agreement and disclosure brochure as provided. Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in most states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
View Cetera Investment Services LLC privacy policy and other important information
FINRA Registered Address: 801 E. Broadway, Columbia MO 65201.
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