News and Events
We're blessed to be asked to share our knowledge on a regular basis. This page is where you can keep up with what's happening.
As always, we welcome your comments and thoughts.
What Is Key Person Insurance—and Why Does It Matter?
When the person your business depends on is suddenly gone, key person insurance can be the difference between a difficult quarter and a collapse.
Understanding and Measuring Key Person Risk
Your greatest business vulnerability may not appear on any balance sheet — but lenders and investors will find it. Here’s how to find it first.
Types of Key Person Coverage: Life, Disability, Term, and Permanent
Death gets the headlines, but disability is far more likely. Knowing which coverage fits which risk could determine whether your plan holds.
How Much Key Person Insurance Do You Really Need?
Most businesses pick a key person insurance number and hope it’s enough. Four practical methods show you how to know — before you need to find out.
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.
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.
Cybersecurity is the #1 Business Risk – How Cyber Insurance Provides the Ultimate Safety Net
Cyber threats are the top business risk. Learn how specialized cyber insurance and proactive risk management are the essential strategy to protect your business from costly interruptions.
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.