Strategic Solutions for Business Owners
Business and risk planning for business owners, now and in the future.
Business Owner Risk Planning
Key Person Insurance
Protect your business from the financial impact of losing a key executive with Key Person Insurance. This coverage provides immediate funds to stabilize operations, maintain confidence, and find a suitable replacement.
Partnership Life Insurance
Corporate-Owned Life Insurance ensures your business receives the life insurance payment in the event of a partner’s death. This policy provides essential working capital to support the business’ future and manage unforeseen challenges.
Partnership Critical Illness
This coverage provides your company with the financial support needed to maintain operations in the event of a critical illness.
Partnership Income Replacement
Safeguard your business’ financial stability with Partnership Income Replacement in the event of a short term or long term disability.
Individual Pension Plans (IPPs)
Individual Pension Plans (IPPs) offer business owners a powerful retirement savings tool with significant tax advantages. These plans allow you to maximize your retirement savings while promoting financial security for your future.