building successful small business teams

Building a successful small business team.

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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?

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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.

5 steps to an efficient insurance plan

The insurance shopping trap: 5 steps to an efficient insurance plan

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We’ve all done it. We look at our bank account balance and wonder where all the money went! You weren’t robbed, but you feel broke. That’s when you start really looking at your budget. You’re trying to find where you can get leaner and more fiscally fit. All the usual suspects are investigated: cable company, cell phone plan, and eating out.

restaurant insurance cover food trucks

Will my restaurant insurance policy cover my food truck?

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If you’re a restaurant owner looking to expand, a food truck is an interesting option. It is one of the fastest-growing segments of the restaurant industry. A food truck would allow you to introduce your restaurant to parts of town that typically do not frequent your physical location.

why life insurance

Why do you need life insurance?

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What is the most important question your insurance agent should ask? Answer: “Do you have life insurance?” Here’s a common response I get when I ask someone if they have life insurance: “I have life insurance at my job, so I don’t need an additional policy.”