Business Owners: Insurance Planning Services

We vet and connect you with the additional financial professionals necessary to support you so that you can focus on your business.

As a business owner, you’ve put your heart and soul into making sure your business is successful. While you might not realize it, life insurance may be able to help ensure your business continues to thrive. Life insurance planning can help with transitioning ownership if it ever becomes necessary and help attract and retain key employees to protect the future of your business. It can also help you plan for your own retirement. 

It is hard to think about what it would mean to lose a business partner or key employee. How would your business survive? Unfortunately, bad things do happen, so it’s smart to be prepared and protect your business. We can help with life insurance solutions for funding business continuation plans, key person protection, and even employee benefits like deferred compensation and executive bonus plans.

Good benefits are key to keeping high-performing staff. We can help you find a retirement solution for you and your staff.

Business Life Insurance Solutions:

• Buy-Sell Agreement
• Key Person Protection
• Deferred Compensation Plan
• Executive Bonus Plan
• Business Loans