There’s one common denominator that threads through everything this time of year, more than you realize, and that’s life insurance.
1 out of 3
business owners will die while owning their own business.
There’s one common denominator that threads through everything this time of year, more than you realize, and that’s life insurance.
active clients
years of experience
independent & client focused
Is your family, your business, and the families that depend on your business prepared to live with the consequences if you do nothing? We work directly with closely held businesses to create customized strategies and solutions to prepare business owners for both the expected and unexpected.
As a third-generation company with over 40 years in the industry, we have had the pleasure of serving over 2,000 business owners and their families across the country.
business owners will die while owning their own business.
business owners will suffer a serious illness while owning their business.
business owners can maintain their same lifestyle in retirement.
key people perceive that they have a better place to go.
businesses close within 1 year of the owner dying or becoming ill.
business owners have not prepared for the unexpected.
Schedule an appointment with us today to discuss your current business and personal needs. We take a holistic approach to reviewing inforce insurance policies and to reviewing new ones.
We provide peace of mind through comprehensive life insurance solutions for estate planning. We do this by embracing a client-centric approach that prioritizes trust, transparency, and empathy. Every need is different, which is why we remain independent and represent the most reputable insurance companies. This gives us the flexibility and freedom to find the right solutions for each of our clients.
During the discovery phase, we take a deep dive into your unique situation and objectives. We review existing plans and documents, communicate with other members of your team (e.g., business/estate planning attorneys, CPAs, FAs, and bankers), and establish an initial outline of your life insurance needs.
After gathering foundational information, we provide you with an analysis and projection of your business and personal financial situation. The proposal phase is a comprehensive and personalized journey, meticulously tailored to address each client’s objectives.
As a dedicated independent life insurance firm with in-depth knowledge and experience in complex business and estate planning, our rigorous commitment to securing the right coverage with optimal underwriting outcomes is unwavering.
Our dedication to excellence extends to the very last phase. Once your personalized plan and life insurance policies are implemented, we review a minimum of once per year or on an as needed basis to ensure that your planning goals and objectives remain aligned with your evolving business and personal needs.