Our Services

Wealth Transfer Funding

Protection and transfer of assets for your business is an important part of ongoing business planning.  Wealth transfer funding involves a coordinated effort between your legal, accounting, and insurance advisors to facilitate an orderly and economical transfer of personal assets from one generation to the next.  The Zidd Agency works with all involved parties to set up retirement savings or specially funded programs for business owners. 

We can help with the funding of partnership agreements through the use of insurance and other financial asset management products to help fund:

  • Ownership Transfer (Buy/Sell),
  • Survivor Agreements,
  • Deferred Compensation Plans

Helping you to preserve assets for you, your family, and your employees in an uncertain environment is our primary focus.  If you would like more information on these topics contact us

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FINRA broker check Securities offered by The Tavenner Company 4910 Old Mechanicsburg Road, Springfield, Ohio 45502 Telephone: 800-543-6922 Member of FINRA-SIPC-MSRB.

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The Zidd Agency, Inc.