MEDICORUM | wealth management
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MEDICORUM | wealth management

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BUSINESS PLANNING

Your challenges as a business owner or physician demand a considerable understanding of risk management, tax planning, retirement planning, and estate preservation strategies. Medicorum Wealth Management is uniquely positioned to meet those challenges with you.


We designed POWER Assessment™ | CAPTIVE.iq™ as a two-step process to provide you with a comprehensive understanding of your overall planning needs, followed by an appropriate mix of tax-advantaged solutions tailored to your priorities.

POWER Assessment™

POWER Assessment™

POWER Assessment™

Our Physician-Owner Wealth Enhancer (POWER) Assessment™ will help you see your top priorities as a physician practice owner or small business owner.  


  • Financial Analysis & Capital Needs
  • Risk Management
  • Business Growth
  • Compensation-Continuity-Succession
  • Retirement, Tax & Estate

CAPTIVE.iq™

POWER Assessment™

POWER Assessment™

Leveraging the risk management and tax planning benefits of micro-captive insurance to deliver stronger wealth management outcomes. 


  • Enhanced risk management
  • Control over insurance premiums
  • Improved cash flow
  • Customized insurance coverages
  • Compelling tax advantages

Expert Business Planning

Executive Comp

Business Continuity

Business Continuity


Executive Bonus arrangements allow employers to provide permanent life insurance for executives and key employees.


Split-Dollar strategies protect the business from losing an executive or key employee by splitting the cash value or death benefit of permanent life insurance as either an incentive or deferred compensation.

Business Continuity

Business Continuity

Business Continuity


Stay Bonus provides the funding needed to retain an executive or key employee and pay for other business solutions in the event of the death of a business owner.


Key Employee Coverage protects the business from lost revenues related to the death of a key employee and the expenses associated with hiring and training a new employee.

Business Succession

Business Continuity

Business Succession


Having the right business succession plan in place is critical to your company's successful transition. Prepared in advance, strategies such as Buy-Sell arrangements can successfully transfer a business interest on your terms. 


Business succession planning takes years, not months, which is why you need to begin today.


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