Risk Management & Wealth Preservation
Whether you are a young company, a mature organization, or a private equity firm looking to invest, we help you leverage your dollars to:
- protect valuable corporate resources,
- minimize liability exposures; and,
- attract, reward and retain key personnel.
On the personal side, one call connects you to experts ready to:
- safeguard the value of your personal possessions,
- preserve your family wealth and welfare; and,
- ensure your financial legacy.
Core solutions to help achieve these ends include:
- Business and Personal Property Insurance
- Liability Coverages
- Critical Illness Insurance
- Cyber Insurance
- Disability Income Protection
- Employer Group & Key Person Benefits
- E&O Insurance Coverage
- Health Insurance
- Life Insurance
- Long Term Care
The Loyalty Alliance team is among the most highly qualified in the industry. Read our related blog posts below and use the button to contact us.
Exceptional advisors understand that a “key person insurance” clause within a purchase agreement requires a corporately owned key person life and disability policy to keep the company – and the deal – afloat.
This post explores how you can protect your business, employees, and lifestyle with the help of insurance products.
When creating an estate plan, entrepreneurs generally look to ensure their heirs and beneficiaries receive assets in a way that effectively manages and minimizes estate taxes, gift taxes, and other potential tax and administrative costs. This can be pretty tricky, depending upon the components of the estate, their value, ownership structure, and even the state where the assets, and the entrepreneur, are located. Learn more about estate planning and affordable alternatives.
Getting hurt can mean a significant financial setback to a professional athlete or worse, end a career. That’s why they should consider protecting themselves and their loved ones through the purchase of a form of disability insurance that addresses their unique needs.
Key-person disability insurance can offer an intelligent and economical solution to avoiding economic disaster. If done correctly, not only is the economic risk transferred to a third party, but the transfer takes place for pennies on the dollar.
I’ve been getting many questions from business owners on managing their business risks. As a result, I’ve decided to write a series of short posts to address their needs. These are to be educational thought starters. I hope you find them helpful! Now, on to today’s...
In this edition of ENTREPRENEURSHIP AND EMPOWERMENT, we introduce you to Yann Barbarroux, CEO and Head of Analytics at Otonomi. OTONOMI, a promising Brooklyn-based InsurTech Seed-Stage "Startups to Follow in 2021", is a Parametric Insurance Platform. Their technology...