Do all business events require an insurance strategy? What amount? What type?
Insurance is not a numbers game anymore. It is a dynamic, proactive and powerful tool to be utilized to protect and grow your business.
We understand the difference between risks a business can afford to cover without insurance, versus risks that require insurance. We are experts in product analysis and design.
The underwriting process for insurance is an art, not a science. We spend the time upfront to ask the right questions in order to advocate for you to get the best possible offers from the insurance companies.
We provide insurance-based solutions for businesses including:
- Key person coverage
- Funding for Shareholder Agreements
- Executive retention
- Cost recovery funding
- Disability protection
- Supplemental retirement
- Collateralization of loans
A variety of insurance products support the solutions we provide: