History of Home Insurance

History of Home Insurance

by         

The history of home insurance is pretty interesting. But then, I’m an insurance nerd and a history buff. In 1666, the Great Fire of London nearly destroyed the city. During […]

building successful small business teams

Building a successful small business team.

by         

As a small business owner, I understand the value of having quality staff that have a high character level and work ethic. I have learned over the years that it is just as important to have an inner circle of mentors and advisors to help me with the parts of business ownership that I have no skill or time for. A CPA and insurance advisor are important players in our business.

succession of ownership plan

What will happen to your business when you’re gone? Do you have a Succession of Ownership Plan?

by         

If you’re a business owner, you have probably given some thought to your need for life insurance. Business owners have a more complex life insurance need than non-business owners. And what you don’t know could have a very negative impact on those left behind after your death. The number one thing that can jeopardize the business you have built is the lack of a succession of ownership plan upon your death. Although it’s not the only issue to be addressed, life insurance can play a critical role in the transition of ownership.