Planning
For business owners.
Protect your business, your partners and the people who help you run it.
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Ways we help
Key person coverage
Helps your business keep going if you lose someone it depends on.
Buy-sell funding
Funds an agreement so partners can buy out a share if one passes away.
Executive benefits
Rewards your top people and gives them a reason to stay.
Who we work with
You own a business with one or more partners
Your business depends on a few key people
You want to keep your best people long term
You want a plan that works alongside your attorney and CPA
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Business owner questions
How much key person coverage do we need?
Often enough to cover lost revenue and the cost of replacing that person. We'll help you estimate it.
How does buy-sell funding work?
Your attorney drafts the agreement, and life insurance provides the money for the buyout if a partner passes away.
Is any of this tax-deductible?
It depends on how the plan is set up. Your CPA should weigh in, and we'll coordinate with them.
Let's talk
Let's protect what you've built.
Tell us a little about your business, and we'll set up a complimentary call. No pressure, no obligation.