BELL INSURANCE SOLUTIONS, INC.
our services
tax planning, insurance, & business services
financial and business strategies for every step of your journey
Our vast array of financial and insurance services make Bell Insurance Solutions your one stop shop for all of your personal and business needs.
long term capital gain mitigation
Selling a business or a major asset often comes with a tax bill that catches owners off guard. We connect you with tax attorneys and CPAs who identify strategies to reduce what you owe and keep more of what you have built.
COMMERCIAL REAL ESTATE SALE PLANNING
A commercial property sale involves more than finding a buyer. Our network helps you plan the timing, structure, and tax approach of your sale so you are positioned to keep more of the proceeds.
Research and development work, export activity, and other business investments often qualify for tax credits that go unclaimed simply because business owners do not know they exist. We help you identify credits you may already be owed and put a plan in place to claim them.
TAX CREDITS
INCOME REDUCTION STRATEGIES
There are legitimate, proven ways to lower your taxable income beyond the basics. We work with you to find strategies suited to your specific situation, whether you are a business owner or an individual planning for the years ahead.
ENTITLEMENT PLANNING BEFORE COMMERCIAL PROPERTY sale
Entitlement issues can slow down or complicate a commercial property sale if they are not addressed early. We walk you through the process so your property is positioned for a smooth, tax favored sale when the time comes.
LONG-TERM CARE INSURANCE
Planning for long-term care costs now protects your family from difficult financial decisions later. We help you find coverage that fits your situation before the need for care becomes urgent.
HEALTH CARE INSURANCE
Finding the right health coverage for yourself, your family, or your business should not mean sorting through options alone. We help you find a plan that fits your needs and your budget.
LIFE INSURANCE PREMIUM FINANCING
For high net worth individuals, premium financing can be a useful strategy for securing significant life insurance coverage without tying up capital that could be working elsewhere. We help you evaluate whether this strategy fits your financial picture.
INSURANCE FOR FOREIGN NATIONALS
Insurance needs for foreign nationals often come with additional requirements and red tape. We take care of the details so you can secure the coverage you need without the runaround.
BUY/SELL
AGREEMENTS FUNDING
The loss of a business partner or owner should not put the future of the company at risk. Properly funded buy or sell agreements help ensure your business continues smoothly, no matter what happens.
CORPORATE CREDIT
Strong business credit opens doors, from securing better loan terms to building trust with vendors and banking partners. We help you establish and maintain the credit relationships your business needs to grow.
EMPLOYER-EMPLOYEE LAW
Employment law issues can create real risk for a growing business. We connect you with guidance to help you stay covered and avoid costly missteps with your team.
LEADERSHIP TRAINING
A business is only as strong as the people leading it. We provide tools and training to help your leadership team succeed, whether you are scaling up or navigating a transition.
LITIGATION VS. MEDIATION & ARBITRATION
Not every business dispute needs to end up in court. We help you understand your options, litigation, mediation, or arbitration, so you can choose the path that makes the most sense for your business and your budget.
BUSINESS BANKING
The right banking relationship can make day to day operations easier and set your business up for long term success. We help you find banking partners suited to how you actually run your business.
BUSINESS FINANCING & LENDING
Not all business loans are created equal. We help you identify the right type of financing for your specific goals, whether that is growth capital, equipment financing, or something more specialized.
B2b CREDIT FEE REDUCTION
Credit card processing and B2B transaction fees add up fast. We help you identify ways to lower those fees so more of your revenue stays in your business.
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