Business & Personal Insurance
Overview
The Loyalty Alliance Insurance Division specializes in developing and implementing customized insurance solutions to address the exacting needs of successful individuals and businesses.
Through the utilization of our outstanding network of product specialists, access to top regional, national, and international insurers, and close association with other professional advisors (the latter including attorneys, accountants, and risk managers – as well as the clients’ own trusted team of top professionals), we find quality, cost-effective solutions that minimize our clients’ exposures to needless financial loss and address client personal and business needs, goals and objectives.
Product and insurer agnostic, Loyalty Alliance Insurance’s independence and professionalism further ensure clients not only receive the unbiased advice they need but the guidance, products, and service they deserve!
Whether you are an individual seeking protection for yourself, your estate and/or your valuables; a business owner/investor seeking a means to protect your company from property loss, liability claims, the impact of key person loss, and/or to provide attractive, cost effective insurance benefits programs to attract, retain and protect employees; or, an advisor looking for the best solutions available for your clients for any of the above, consider Loyalty Alliance Insurance – a partnership of trust built on outstanding advice, respect and service.
Insurance Solutions
Business
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.
Personal
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.
Interested in discussing how we can help ?
Read our related posts
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.
Different Types of Buy Sell Agreements
This new post from Cindy Fields delves into the different types of buy-sell agreements, equipping you with the knowledge to choose the one that best suits your business needs. Understanding these options empowers you to create a robust framework for a smooth and successful transfer of ownership, ensuring your business’s long-term stability.
The Lifeline: Why Life Insurance Matters More Than You Think
Description and SEO – 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.
INSURABILITY: THE MOST IMPORTANT RETIREMENT ASSET?
Quick, what is your most important retirement asset? This short video answers the question and offers a surprising solution… [video width="1920" height="1080"...
Buy Sell Planning While Generation Straddling
In business with a much older, or younger, partner and in sticker shock over the difference in insurance cost coverage between the young un and the old fogie? Check out a solution in this short video on buy-sell planning while generation straddling. [video...
Five Steps to Create a Flexible and lasting financial plan for You and your business
From cash reserves to financial professionals, here are five key ideas to help your business navigate volatility and build long-term resilience.
Four key questions business owners should consider when preparing to sell
Selling a business can be complex. Not unlike anything else in your business life, selling a business needs a strategy and a tactical plan. In this post, Cindy shares four key questions owners should consider before doing so.
Six Steps to succession planning for Businesses
Transitions and change are challenging—especially for small business owners. It can be tough to wrap your head around leaving something you created and led, and even more complex if multiple people might be interested in taking over. That’s why I wrote 6 Steps to Succession Planning for Businesses.
The Business Case for Key Person Disability Insurance
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.
The Loyalty Alliance team is among the most highly qualified in the industry. Industry designations and academic credentials of Loyalty Alliance Insurance personnel include the following: Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified in Long Term Care (CLTC), Registered Health Underwriter (RHU), Registered Employee Benefits Consultant (REBC), Trust and Estates Practitioner (TEP), Certified Wealth Preservation Planner (CWPP) and Master of Business Administration (MBA/Finance).
Loyalty Alliance, Inc. is not registered as an Investment Advisor.