Loyalty Alliance Insurance

Business & Personal Insurance


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. 

Core Solutions

Core solutions to help achieve these ends include:

Insurance Solutions


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.
Peaceful security


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

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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.

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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...

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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.

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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.