Life & Disability Insurance for Business Owners
Key person coverage, buy-sell funding, executive benefits, and disability insurance to protect the business you built and the family behind it.
Protect the business you built and the family behind it
We help closely held and family businesses solve for key-person risk, buy-sell agreements, executive benefits, and income protection.
Key person insurance
Protect the company from the financial impact of losing a key owner or executive, with runway to recruit and transition.
Buy-sell funding
Fund shareholder or partnership agreements so ownership transitions are orderly and fair to all parties.
Executive and exit planning
Design executive compensation and exit strategies that tie business value to your retirement and legacy goals.
Disability insurance for business owners
If you can't work, your income and your business are both at risk.
The right coverage keeps both steady.
- Income replacement for owners
- Collateral assignment for lenders
- Buy-sell funding support
- Payroll continuation during disability
Related services
Life Insurance
Term, whole life, and IUL for families, federal employees, and business owners.
Learn moreRetirement Income & Annuities
Social Security, pensions, TSP, annuities, and life insurance working together.
Learn moreReady to talk it through?
A 20–40 minute conversation about your goals. Plain explanations, no jargon or pressure.