Financial security for entrepreneurs with BIG goals

Properly designed insurance* can help protect your plan from derailing in cost-effective ways. We have access to virtually all carriers and can help you select a product that best fit your specific needs. 

* We offer life insurance, disability insurance, long-term care insurance, and annuities for individuals, families, and businesses. 

Protect yourself, your family, and your business from financial ruin

Sensible insurance planning requires knowledge of the science behind insurance. It's not rocket science, but it is a science.

Business owners

Are there people in your life who depend on your income (even if your spouse makes good money)? Does it matter financially if your income stops today? If you become too sick to work, do you have a plan in place to cover your business overhead?​

Key employees

You probably have a few people whose roles are critical to the success of your business. (This often includes you, the owner.) Would your business suffer financially if they die? Have you made provisions so your business can continue with minimal disruption?​

Business partners

Did you know that if your business partner dies, their spouse becomes your new partner? Are you prepared to work with them? If not, do you have cash to buy them out? Or, if your partner is too sick to work, will you be able (or willing) to continue to pay them? ​

Taxable estates

When it's time to pay estate tax (due 9 months after death), will your heirs have enough cash to pay the tax? Or will they have to hold a fire sale of your assets to come up with the money quickly? ​

We work with America's elite carriers

and other reputable carriers