When you hear a business owner say:
· “My taxes are too high.”
· “I would hate to have to deal with my business partner’s spouse. (What happens if my partner dies or becomes disabled?)”
· “What’s stopping my key employee from starting a business across the street?”
An Insurance Benefits Advisor protects business owners, their families and their businesses from the financial catastrophe that death or disability can cause. Whether it happens to a business partner, a key employee or themselves I make sure the financial impact is as minimal as possible.
How they Work First, they will do a deep dig to find out what the concerns are and other possible trouble points. Next, they educate on the possible solutions. Then once the client has the information needed to make a decision they implement the solution from one of our many carriers. They provide peace of mind and tax-savings ideas to business owners and successful individuals through qualified plans, life, annuities, disability, health, Medicare and long term care insurance.
Matching Ideas with Resources: