A Clear Process—No Random Policies

STEP 1: BUSINESS RISK SNAPSHOT

  • Ownership structure

  • Key roles

  • Debt and guarantees

  • Revenue concentration

  • Succession reality

 STEP 2:STRATEGY DESIGN

  • Must-have protections

  • Secondary layers

  • Budget-aware sequencing

  • Advisor coordination

STEP 3: IMPLEMENTATION

  • Underwriting

  • Policy setup

  • Documentation alignment

  • Advisor coordination

STEP 4: ONGOING REVIEW

  • Annual alignment check

  • Coverage evolves as business grows

DELIVERABLES

Exposure map

Coverage priority sequence

Implementation checklist

Annual review plan

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90 Ingham Hill Road, Old Saybrook, Connecticut 06475

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