Key Person Insurance in Succession, M&A, and Exit Planning
Succession plans and buy-sell agreements rest on assumptions. Key person insurance funds them, so one unexpected loss doesn’t unravel everything.
Life & Legacy Protection
We’re proud to deliver insights on protecting your assets and financing your ambition. Let us know if there is something more you'd like us to share for the benefit of all or connect with us to discuss your unique situation.
Key Person Insurance for Athletes and Entertainers
When a franchise athlete or headline performer can’t perform, ticket revenue, sponsorships, and media deals feel it within days. Specialty coverage can absorb that shock.
Supplemental Disability Insurance for High Earners
Standard disability policies cap out long before they cover what high earners actually need. Supplemental coverage through specialty markets closes that gap.
The Connelly Decision and What It Means for Your Business Succession Plan
The Supreme Court’s unanimous ruling in Connelly v. United States has significant implications for closely held business owners who rely on corporate-owned life insurance to fund buy-sell agreements. Learn what changed, why it matters, and what steps to take now.
“We’re Partners, We Trust Each Other!” (And Why That’s Not Enough for a Buy-Sell)
Trust is the foundation of any strong business partnership — but it won’t resolve a valuation dispute, produce buyout funds, or prevent a deceased partner’s heirs from becoming your new co-owners. A properly structured and funded Buy-Sell Agreement does all of that and more.
The Cyber Shadow: Protecting Your Digital Footprint with HNW Cyber Insurance
The Cyber Shadow: When Your Digital Footprint Becomes a Target (and How to Disappear from Their Radar).
The Legacy Lottery Solution: Why Life Insurance is Essential for Wealth Transfer
Is your wealth destined for a “legacy lottery” of taxes and headaches? 😫 Strategic life insurance can ensure your hard-earned legacy is exactly what you envisioned!
Passion Project Protection: Shielding Your Off-Field Ventures and Valuables
Investing in businesses or collections? 🎨🏎️ Don’t leave your passion projects vulnerable! Tailored Commercial & Valuables insurance shields your off-field plays.
Life and Long-Term Care Insurance for Athletes: Planning Ahead
Discover the importance of life and long-term care insurance for athletes transitioning into their next life chapter post-career.
High-Limit Umbrella Insurance: Shield Your Wealth from Catastrophic Lawsuits
Your success brings big responsibilities! Learn how High-Limit Umbrella Insurance protects your assets from substantial personal liability risks.
The Cyber Score: Defending Your Personal Brand in the Digital Arena
As a high-profile individual, your public brand is a target for cyberattacks. Learn how specialized Cyber Liability Insurance for public figures and high-net-worth individuals protects your digital assets, reputation, and personal data from online threats like data breaches and cyber extortion.
How Athletes Can Protect Their Career and Financial Future
Ensure peace of mind as an athlete. Understand the benefits of sports injury insurance for your financial security.
CYBER NEEDS TO DO THE MATH
In his latest post, cybersecurity expert Carmine Cicalese explains why math is essential for building and securing our digital future and why vital math education and cybersecurity training are necessary to develop well-rounded professionals.
WHAT’S YOUR ENERGY IN YOUR BUSINESS?
In this new post from Achieve Beyond blogger Bill Quinn, learn to tune into your body’s natural energy cycles and adapt your routine accordingly. It is the key to being an expert energy manager. Whether it’s doing a single job at a time or creating clear boundaries around your work, following this advice will help you reach your full potential every day.
Different types of Life Insurance Policies
Life insurance can feel like a complex financial product, shrouded in confusing terminology and various options. Cindy Fields’ latest blog post dives into the different types of life insurance available, empowering you to make informed decisions for your future and your family’s well-being.
Full circle: From a 12 year old Basement Entrepreneur to a Neurodivergent Business Owner
Uncover the remarkable story of a neurodivergent entrepreneur who is changing the way we think about education.
The Lifeline: Why Life Insurance Matters More Than You Think
Is Life Insurance Just for the Grim Reaper? Think Again! Life throws curveballs, but life insurance can be your financial home run. This blog post from Cindy Fields unpacks why it’s more than just replacing income.
Loyalty Alliance Insurance Personal Solutions
On the personal side, one call to Loyalty Alliance Insurance connects you to experts ready to preserve your family’s wealth and welfare, ensure your financial legacy, and safeguard the value of your personal possessions.