Business Expertise

At The Bradley Company, we guide and educate our clients about both straightforward as well as more complex planning strategies, tailoring them to meet their unique needs. Our clients today are typically young families, entrepreneurs, successful business owners, and retired wealthy families. 

Corporate Life

Insurance

We advise top executives and business owners regarding the uses of Life Insurance for corporate planning purposes.*

  • Buy-Sell funding             

  • Key person exposure

  • Supplemental benefit planning for key employees

  • ESOP funding

  • Protection against debt exposure

*​We are not attorneys, however, we are aware that certain legal documents are important particular for funding a buy-sell agreement.  We point those items out to our clients and recommend to them that they seek guidance from their corporate attorney.  

Family & Estate Planning Insurance

We advise families regarding the uses of Life Insurance for Estate Planning purposes.* 

  • Life Insurance for Estate Tax Liquidity

  • Life Insurance as a “Separate” Asset Class

  • Coordinating the use of Life Insurance with other non-insurance estate valuation/discount strategies

  • Life Insurance for the benefit of spouses, children, and grandchildren

*We are not attorneys, however, we would like to emphasize the importance of having up to date wills and trusts. We point those items out to our clients and recommend to them that they seek guidance from their estate planning attorney.  

Disability

Insurance

Assessing Disability needs and Strategies where appropriate

Long-Term Care Insurance

Evaluating appropriate uses of long-term care insurance

  • The costs associated with long term care are increasing along as are lifespans; effective planning is more important than ever.

  • LTC insurance assists with:

  • Preservation of Assets

  • Protection of Independence​

  • Estate Preservation

410-821-1414

10518 Pot Spring Rd
Cockeysville, MD 21030

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