Recent posts
Succession planning with insurance: A tool for smooth transitions
Oct 21, 2025 - Date published
One of the most effective tools in a succession plan is insurance. The right coverage can make ownership transitions smoother, fairer, and financially sustainable, whether it’s passing the business to a child, buying out a retiring partner, or......
Read moreFlexibility meets security: Insurance solutions for Millennials and Gen Z
Oct 14, 2025 - Date published
For many Millennials and Gen Z, the nine-to-five job with benefits isn’t the default path anymore. Without the safety net of employer benefits, the next generation faces new financial risks. The right insurance strategy can make all the difference....
Read moreWhen a key person leaves: Preparing for the unthinkable
Oct 07, 2025 - Date published
Every business has people who are impossible to replace overnight. But what happens if one of them suddenly leaves?...
Read more