How does life insurance fit into your financial plan?
You know life insurance is an important piece of financial planning. And, like all finances, it’s a good idea to check in occasionally to see where you’re at. When was the last time you evaluated your life insurance coverage?
The following questions will help you get thinking about what life insurance can do for you and your business.
- What plans do you have in place to protect you from life’s uncertainties?
- What will happen to your business if an owner or key employee dies unexpectedly?
- If you have business debt, how are you protecting what you’ve worked so hard to build?
- When was the last time you reviewed your business continuation plan? How is it funded?
What matters to you matters to us.
Together we can review your situation to form a plan to protect you, your business, and the important people in your life.