We have over 20 years of experience providing expert insurance services for both businesses and individuals.
Our Insurance team brings decades of industry expertise in driving our insurance approach, portfolio construction, and insurance policies ans schemes. We ensure our insurance policies are best in class, combining extensive research in insurance policy making with the most effective methods and tools available today.
Running your own business can be tremendously rewarding – and equally risky if you don’t have the right protection in place. Life insurance can help eliminate some of that risk by making sure the business has the resources needed in case you – or another key employee – dies unexpectedly. More importantly, life insurance can also help protect your family’s lifestyle and future by making sure they have enough money to replace your steady income.
Do you want your children to take over the business if you die, become incapacitated, or decide to retire? Or is there another successor who you’d like to pick up the reigns? As a CA Life Agent, I can ensure your wishes are carried out, and help see to it that your successor has the money needed to complete the transaction, through the use of various financial and insurance strategies.
These days, a competitive benefit package can be just as important to employees as a salary. As a result, it may be easier than ever to help reduce costly-turnover, boost morale, and recruit top-notch workers. Best of all, a supplement to your employee benefits such as a voluntary payroll deduction program* can often be put in place with little effort at virtually no cost to you.
Selling your business can be a great way to finance your retirement – as long as the timing is right and you get the price you want. Of course, you never know what the future may hold so you might not want to put all your retirement eggs in one basket. Fortunately, there are more retirement plans available today than ever before – many are designed specifically to meet the needs of small business owners.