Boyce Lowery is sole owner and President of Suncrest Strategic Advisors, Inc. He is also the managing partner of Suncrest Advisors, LLC. He has dedicated his career to helping privately held business owners and the affluent achieve their financial objectives. Mr. Lowery has over 40 years of experience in the financial services industry and has worked in sales, sales management, relationship management and executive management.
Boyce served as the Chief Operating Officer for a large insurance agency and broker/dealer until he and his partners sold the business after 13 years of success. Mr. Lowery has been president of the insurance division for a high-end financial planning firm, and has also served as director for a major insurance carrier where he was voted into their management Hall of Fame.
He is accomplished in the art of finding solutions for perplexing financial challenges to the business owner or executive. Boyce specializes in the privately held business market where he is highly experienced in business exit and succession planning, executive compensation, employee retention, qualified and non-qualified plans, charitable planning, asset protection strategies, wealth accumulation and transfer, innovative life insurance acquisition strategies, and annuities.
Boyce is a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU), a member of the Society of Financial Service Professionals and a Forum 400 Member.
Specialties:
• ESOPs
• Deferred Compensation Plans
• Tax-Free Retirement
• Business Life Insurance
• Premium Financing
• Business Valuation
• Buy – Sell Agreements
• Split Dollar
• Estate Planning
• Charitable Gift Annuities
• Deferred and Immediate Annuities
• IRA and Pension Rescue
• Life Settlements
• Traditional Long Term Care
• Hybrid Long Term Care Plans
• Disability Income
• Business Overhead Expense
• Disability Buyout Insurance
• Personal Life Insurance
