FOUNDER'S PROTECTION
SUITE
Protecting people. Preserving profits. Planning legacies.
Three Pillars of protection for forward-thinking founders
seeking to build resilience into every layer of their lives.
BUSINESS
CONTINGENCY
PLANS
RETREMENT &
INCOME FOR LIFE
SOLUTIONS
FAMILY LIFE &
LEGACY
SOLUTIONS
Our Commitment in Action
Trusted by businesses of every size, we specialize in strategic financial planning that protects your people, preserves your profits, and secures your legacy. Discover how we help business owners plan smarter, exit stronger, and safeguard what matters most.
Offsets financial exposure
tied to essential staff
Covers bills during
Business Owner disability
Replaces lost income
during health setbacks
Safeguards licensed careers
and high incomes
Aligns assets for tax-advantaged
retirement outcomes
Structures assets for wealth
accumulation & legacy protection
Strategic Solutions
Strategic Solutions
Founder's Trilogy
3 Pillars of Protection
Business Asset Contingencies
Prepare for the unexpected. Protect the core of your operations, key personnel, and financial stability with solutions that keep your business thriving, even when the unthinkable happens.
Includes:
- Buy-Sell Agreements
- Key Person Insurance
- Business Overhead Coverage
- COLI; CHOLI
Income for Life Solutions
Ensure your years of hard work translate into a secure, tax-advantaged future. Build a strong financial foundation for your retirement while maintaining flexibility for the unexpected.
Includes:
- Retirement Income Streams
- Tax-Free Wealth Accumulation
- Legacy Transfer Plans
- Wills & Estate Planning
Family Life & Legacy Solutions
Take care of what truly matters. Provide for your loved ones with coverage that offers financial security long after you’re gone. Protect their future, preserve your legacy.
Includes:
- Life Insurance
- Family Security Trusts
- Final Expense Coverage
- Multi-Generation Legacy - Planning
FEATURED
Key Person Coverage
Key Person Insurance isn’t just a policy — it’s a business safeguard. It protects the critical knowledge, relationships, and leadership your company relies on, ensuring that the sudden loss of a key player doesn’t disrupt your growth, erode investor confidence, or threaten your long-term stability.
Why Businesses Trust Us
Customized Coverage Plans
We understand that every business is unique. Our team works closely with you to develop insurance solutions tailored to your specific needs.
Client-centric Approach
This approach means we’re not just here to support your growth — we’re invested in your success. We listen, adapt, and deliver insights that reflect your challenges, goals, and vision for the future. Because when you succeed, so do we.
Competitive and Transparent Pricing
Our commitment is to offer affordable insurance options without compromising on coverage quality, ensuring you receive the best value.
Expertise Across Diverse Industries
With experience spanning various sectors, we possess the knowledge to address the unique risks and requirements of your industry.
Trusted by Businesses,
Chosen for Protection
OUR PROVIDERS
Leave a Legacy, Reduce Taxes, and Preserve Your Liquidity — All Through One Powerful Strategy
Turn Life Insurance into Charitable Gift
Without Touching your Cash Flow
Charitable-Owned Life Insurance (CHOLI) gives business owners a unique way to make a lasting difference.
By donating a life insurance policy to a nonprofit, you create a high-impact legacy-without writing a severi-figure check or giving up valuable assets.
Your exit can fund something bigger.
CHOLI makes it possible.
Cost Efficient
Fund over 5-10yrs
Tax-Deductible
Premiums may be deductible
Big Impact
$1M - gifts possible
Secure Your Business, Worry-Free
Uncertainties can strike anytime, but with the right coverage, your business and legacy stay strong. Protect your assets, employees, and future with coverage that gives you peace of mind. We’ve got you covered—every step of the way.
Protecting businesses with reliable, tailored insurance solutions. Our commitment is your security—ensuring stability, growth, and peace of mind. Stay covered, stay confident!
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