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Business Solutions


Here at Stoll & Weller Insurance Services & Financial Group, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized plans to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Executive Benefits

The success of most businesses is tied in to the talent, passion, and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with funding non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.

Succession Planning

Succession planning allows owners to retire from their business within their own time frame, while preparing for the company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business. I can provide financial strategies for succession planning.

Key Person Insurance

Key person life insurance offers a death benefit that helps indemnify an employer for the loss of one of its most important assets—the key person. This can help assure continuity of the business for employees, customers, and creditors, and protects against losses in sales, momentum, and credit. It can also be used to assist with recruiting and developing a replacement for the employee.

Funding Buy-Sell Agreements

A buy-sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to help ensure that the arrangement is properly funded so that there will be money if the event occurs.

Funding Deferred Compensation

Deferred compensation is a written agreement between an employer and an employee in which the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed to them at a predetermined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees. I provide funding strategies for deferred compensation.

Qualified Retirement Plans

As a business owner, you're usually going to have those key employees who are nearing retirement. You'll want to take care of them when they choose to move to that next phase of life, and we can help you do that through employer-sponsored qualified retirement plans. Through the development of either defined benefit or defined contribution plans, we can help you make sure that the most important people in your business are taken care of when they retire.

Disclosure

Daniel Stoll 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 CA (CA Insurance License #0F74821), CT, FL, ID, KY, MA, MI, MT, NC, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Daniel Stoll is licensed and authorized to offer insurance in California, but Stoll and Weller Insurance Services and Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Daniel Stoll 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, 6700 Lincoln Ave, Lockport, NY, 14094, 716-439-8969. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, ID, MA, MD, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Stoll 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 CA, CO, FL, ID, MA, MD, NY, PA, and VA. 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.

Stoll and Weller Insurance Services and Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Stoll and Weller Insurance Services and Financial Group, LLC 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.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Stoll and Weller Insurance Services and Financial Group, LLC

Daniel Stoll

Financial Adviser
  • WHO WE ARE
    • Our Team
    • Community Involvement
  • WHAT WE DO
    • Personal Solutions
    • Business Solutions
    • Our Products
  • HOW WE DO IT
    • Individual Financial Planning
    • Strategic Alliances
    • Working with Other Advisors
  • CLIENT RESOURCES
    • Videos
    • Newsletters
    • Helpful Links
  • CLIENT LOGIN
    • New York Life Virtual Service Center
    • Eagle/NYLIFE Securities
    • New York Life Investments
    • Your Personal Financial Website
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