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Business Planning
Business Life Insurance Plans

Protect your business the same way you protect your family. Life insurance plays a critical role in business continuity and ownership transitions.

Business Solutions
Business Life
Insurance Plans

Protect your business continuity, fund ownership transitions, and ensure your employees are secure.

Business Solution 01

Key Person Insurance

What happens to your business if you lose a key employee?

Key Person Insurance is a life insurance policy taken out by a business on a critical employee whose loss would significantly impact the company's operations, revenue, or relationships. The business pays the premiums and is the beneficiary.

  • Covers revenue loss during the transition period after losing a key employee
  • Funds recruitment costs to find, hire, and train a qualified replacement
  • Reassures investors and lenders that the business can survive leadership loss
  • Can cover owners, founders, top salespeople, or technical experts
  • Death benefit paid to the business, tax-free, to cover losses
Business Solution 02

Buy-Sell Agreements

A legally binding plan for when a business partner exits.

A Buy-Sell Agreement (funded by life insurance) ensures a smooth ownership transition when a business partner dies, becomes disabled, or decides to exit. It protects both the surviving owners and the departing owner's family.

  • Cross-purchase or entity redemption structures available
  • Guarantees a fair buyout at a pre-agreed valuation
  • Protects surviving partners from being in business with a deceased owner's heirs
  • Provides the deceased's family with fair cash value for their share
  • Life insurance funding ensures money is available exactly when needed
Business Solution 03

Business Continuation Planning

Ensure your business survives any disruption.

Business Continuation Planning goes beyond buy-sell — it's a comprehensive strategy that ensures your business can continue operating through the death, disability, or departure of an owner or critical employee.

  • Succession plan — who takes over and under what terms
  • Disability coverage to fund operations if an owner can't work
  • Life insurance funding tied to a documented business transition plan
  • Protects employees, clients, and stakeholders through any disruption
  • Works in conjunction with your attorney and CPA
Business Solution 04

Executive Benefit Plans

Attract, reward, and retain your top talent.

Executive Benefit Plans use life insurance as a tool to provide top employees with supplemental retirement income and death benefits beyond what a standard 401(k) offers — creating powerful incentives to stay and grow with your company.

  • SERP (Supplemental Executive Retirement Plan) — tax-advantaged deferred compensation
  • Split-dollar arrangements where employer and employee share policy costs
  • Golden handcuffs — vesting schedules that reward long-term loyalty
  • Tax-efficient benefit delivery for highly compensated employees
  • Designed alongside your HR and legal team for compliance
For Business Owners
Is your business properly protected?

Most business owners have personal life insurance but no business coverage. Let's review your exposure and build a plan that protects everything you've built.

Request a Business Review