Business Planning

Life Insurance for Business Planning

We work directly with closely held businesses to create customized strategies and solutions to prepare business owners for both the expected and unexpected. To date, we have worked with over 2,000 business owners and their families in succession and contingency planning. Our mission is to protect businesses from life’s challenges through thoughtful planning and life insurance strategies.

Succession planning involves making decisions about who will lead the business into the future and who will eventually take over ownership. This type of preparation ensures that the right people are in the right jobs today and in the years to come while considering existing leaders and managers.

Every good succession plan should include a contingency plan that serves as a roadmap to help the business respond to an event that may or may not happen in the future. Critical points of concern include the premature death and disability of the current business owner.

The planning that we do helps to maximize the likelihood of your business succeeding you in the future while addressing your current needs, goals, and wishes today.

1 out of 3

business owners will die while owning their own business.

1 out of 4

business owners will suffer a serious illness while owning their business.

5 out of 100

business owners can maintain their same lifestyle in retirement.

3 out of 4

key people perceive that they have a better place to go.

8 out of 10

businesses close within 1 year of the owner dying or becoming ill.

7 out of 10

business owners have not prepared for the unexpected.

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Local: 480.596.1525

Toll-free: 800.845.9091