Business protection and insurance
Protecting What You’ve Built
Every business owner understands that success isn’t just about growth—it’s about resilience. A strong protection plan ensures that your company, your employees, and your family are secure in the face of the unexpected.
We design customized insurance solutions that align with your business goals, structure, and succession plans. Whether it’s protecting your company’s key talent, funding a shareholder agreement, or securing future liquidity, we help ensure your business remains protected through every stage of its lifecycle.
Our Core Solutions
Key Person Insurance
Collateral and Corporate Life Insurance
Key Person Insurance
Your key people drive your business success. We help you protect your company against the financial impact of losing an essential team member due to illness, disability, or death—so operations and confidence remain uninterrupted.
Buy–Sell Funding
Collateral and Corporate Life Insurance
Key Person Insurance
Partnerships are built on trust and planning. Properly funded shareholder agreements help ensure ownership transitions are smooth and equitable, preserving both the company and personal relationships during critical times.
Collateral and Corporate Life Insurance
Collateral and Corporate Life Insurance
Disability and Critical Illness Coverage
We work with lenders and business owners to structure insurance solutions that can strengthen borrowing capacity, secure credit facilities, and protect company assets.
Disability and Critical Illness Coverage
Disability and Critical Illness Coverage
Disability and Critical Illness Coverage
Unexpected health events can disrupt even the best-run companies. We design coverage that provides liquidity and continuity, allowing the business to weather short- or long-term absences.
Succession and Estate Planning
Disability and Critical Illness Coverage
Succession and Estate Planning
Your business may be your most valuable asset. We integrate insurance strategies into your succession and estate plans to ensure a tax-efficient transfer of wealth and leadership to the next generation.
