Protecting Business, Family & Legacy With Life Insurance
For sole business owners whose company depends entirely on them
John is a 52-year-old sole owner of a consulting firm doing $1.2 million a year in revenue, with eight employees and a family who depend on him. He has no formal succession plan. This case study explores how a layered life insurance strategy can protect a business owner's company, family, and team when the owner is the business.
Protecting Business Performance With Key Person Insurance for Non-Owner Executives
For businesses whose most valuable person isn't on the ownership chart
Lisa is the COO of a $15 million professional services firm. She's not an owner, but she's the reason the company runs as well, and as profitably, as it does. This case study explores how key person life insurance can protect a company's performance, culture, and value when the person at the center of it all isn't the founder.
Ensuring Business Continuity Between Co-Owners With Life Insurance
For business partners who haven't formalized what happens if one of them is suddenly gone
Sarah and Michael are equal co-owners of a $10 million manufacturing company with 35 employees and no buy-sell agreement. This case study explores how a life insurance-funded buy-sell plan can protect both partners, their families, and the business they built together.