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Small Business Owners

Whether you are interested in a retirement plan for you and/or your employees, are considering how executive benefits such as key-person insurance or buy-sell agreements could be incorporated into your ownership structure, or are looking for ways to reduce your business and/or owner tax liability, we are keen on finding solutions for your business that helps it grow while striving to reduce administrative burden. Decades of experience have provided many lessons learned that we love to share with our clients as they mature their businesses.

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Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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