Business Owner Services

Learn about our risk, financial and HR solutions for business owners.

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.

HR Planning

Partner with expert leaders in business and human resources strategies. Elevated HR & Consulting offers innovative programs designed to align with your company culture, ensuring unique solutions that never rely on cookie-cutter approaches.

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