Taking Care of Personal and Business Needs

    You’ve invested time and hard work into your business. That’s why it’s important that you periodically evaluate your financial plan,
    including your life insurance, to ensure your personal and business goals are still being met as the needs of your family and business
    change over time.

    We understand that all business owners have different needs. To help you better understand your planning needs and to provide
    strategies that may be helpful for your situation, we have categorized our educational materials into three categories (based on the
    current phase of your business). Click on the category that best applies to your situation:

    Phase I: Start Up

    I recently started my own business and am most concerned with cash flow and protecting my family and business.

    Phase II: Growth & Maturity

    I have been operating my business for some time now and am more concerned with my retirement needs and having the flexibility to
    access money when necessary.

    Phase III: Succession Planning

    I’m most concerned about business succession and estate planning.



    Continued...
Business Owners
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