What Keeps You Up At Night?
You're never too small to put a plan in place for your business. You don't have to be a fortune 500 to put a key person, buy/sell, disability, or pension plan in place for you and your business. You can be a one person plan or you can be a fifty person plan.
Inquire! See what's out there. We can develop a plan to include you, your business, and your team.Helen Ornellas
On Life – Executive
Is Your Business Growing Faster Than You Can Keep Up? The Importance of Reviewing Life Insurance for Key Person and Buy-Sell Agreements
As a business owner, rapid growth is often both a thrilling and challenging experience. However, with that growth comes new responsibilities—especially when it comes to
Buy/Sell Agreements: Secure Your Legacy
In today’s complex business landscape, ensuring the protection of your business and your legacy is crucial. A well-crafted buy/sell agreement is a powerful tool for
Ep. 43 – “What Keeps You Up At Night and More! with Trevor Patching”
In this episode, I’m joined by our monthly guest, Trevor Patching, to discuss the importance of covering and incentivizing those in foundational positions in our
Ep. 42 – “Disability Insurance And Income Protection with Dennis Carlson”
In this episode, we delve into the second part of our conversation about what is true and what is a myth about the reverse mortgages
Ep. 26 – “What is a Mental Health 5150?”
In this twenty-sixth episode, I am re-releasing episode 10 to emphasize the importance of understanding what a Mental Health 5150 is. You will hear from
Ep. 25 – “How A Health Advocate Advisor Can Help: Part #2”
In this twenty-fifth episode, I am re-releasing Part 2 of my conversation with Renee Balcom, a health advocate advisor. In Part 1, Renee talked about
Our Services
Life Insurance
Retention Planning
Long Term Disability
Personal & Professional
Personal & Professional
A type of Long Term Disability policy that provides coverage for both personal and professional needs, such as business debts or buy-sell agreements.
Multi-Life
Multi-Life
A type of Long Term Disability policy that covers multiple individuals under a single policy, often used by businesses to provide coverage for multiple employees.
Buy/Sell
Buy/Sell
Buy/Sell Agreement is between partners or co-owners that outlines terms for buying a partner's share in the event of death, disability, retirement, or other circumstances.
Overhead Expense
Overhead Expense
A type of disability insurance that provides coverage for the overhead expenses of a business in the event that the business owner becomes unable to work.