Business Planning
If you own a business, one day you will be out of business, one of five ways:

1. Death
2. Disability
3. Retirement
4. Voluntary Sale
5. Bankruptcy

What I do is make sure you get out of business at maximum profit, no matter which way you go. To learn more, please complete this form and submit.

This is a solicitation for business planning services, business owned insurance, retirement plans, and employee benefit plans. An business planning specialist will contact you by email and phone.
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Name of Business *
Name of Business Owner *
Email *
Street Address
City
State
Zip Code
Phone number *
Date of Birth
MM
/
DD
/
YYYY
Gender. This is required because almost every solution is priced using sex-distinct rates.
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Do you use any form of tobacco? This is required because insurance premiums vary based on tobacco usage.
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Occupation. This is important because premiums for some products are occupation-specific. If you have more than one occupation, please include them all.
What are you interested in?
Submit
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