Business Planning

Today's top companies plan for tomorrow.

Do your clients have a plan for succession? Are they protected from the unexpected? Below are must-have solutions for those small- to mid-sized businesses focused on the future.

BUY-SELL PLANNING

Allows business owners and key employees to fund an orderly succession through insurance.

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KEY PERSON

Protects the business from potential losses or interruptions from the death of an owner, partner, or other critical employee.

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RETENTION BONUS + ONE-WAY BUY-SELL

Ensures a smooth transition for the business and a fair price for the owner.

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BUSINESS CONTINUATION PLANNING

Solutions to help business owners plan for the long term.

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OTHER BUSINESS PLANNING

Tools to help you understand, reach and sell to small business owners.

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