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Business Owner Insurance Solutions
Each solution is used as a strategic tool to stabilize operations, protect ownership,
and support long-term continuity.
CONTINUITY & OWNERSHIP PROTECTION
Buy-Sell Agreement Funding (Life & Disability)
Disability Buy-Sell Insurance
Business Continuation Coverage
KEY PERSON PROTECTION
Key Person Life Insurance
Key Person Disability Insurance
EXECUTIVE RETENTION & SUCCESSION
Executive Bonus / 162 Plans
Restrictive Executive Bonus (REBA)
Successor Development Incentives
OWNER & FAMILY PROTECTION
Income replacement tied to ownership risk
Liquidity planning coordination (CPA/attorney led)
Estate coordination support (insurance role only)
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