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Areas of Expertise

Business Planning

Here at The Timmermann 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 strategies 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 arrangements, 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 deceased 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 due to the death of an owner.

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 can provide funding strategies for deferred compensation

Illinois Office


205 N Main Street
Breese, IL 62230
Phone & Text: 618-526-2246
Fax: 618-526-4387

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Missouri Office


Three City Place Drive, Suite 690
Creve Coeur, MO 63141
Phone: 314-241-2644
Fax: 618-526-4387

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Disclosure

Jerome Timmermann 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 AL, AZ, CO, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, OH, PA, SC, TN, TX, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

Jerome Timmermann 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, 205 N Main St, Breese, IL, 62230, 618-526-2246. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CO, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, OH, PA, SC, SD, TN, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Jerome Timmermann 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 AL, AR, AZ, CO, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, OH, PA, SC, TN, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Jerome Timmermann is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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.

The Timmermann Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither The Timmermann Group 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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Logo- prescroll in black
  • ABOUT OUR FIRM
    • Meet Our Team
    • Strategic Resources
    • Third Party Resources
  • WHAT WE DO
    • Our Client-Centric Process
    • Areas of Expertise
  • CORE CONCEPTS
    • Thinking Beyond
    • Micro vs. Macro Advising
    • Life Plan for Your Business
  • CLIENT EDUCATION
    • Guideposts
    • Video Library
    • Our Blog
  • CLIENT ACCESS
  • CONTACT US
  • SCHEDULE A MEETING

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