For businesses

We serve owner-managed businesses ranging in size from several employees to more than a thousand employees, as well as not-for-profit organizations. While company size and industry may differ, the concerns for many of these organizations are similar. They want to understand if they are making smart investments in the physical, mental and financial well-being of their employees and that their programs are structured in the most cost- and tax-efficient manner possible.

With backgrounds and experience in senior group insurance underwriting roles, our team are industry experts. We have the knowledge, expertise and wisdom to help ensure your organization’s programs are meeting the needs of your employees and are structured as efficiently as possible. We are expert problem solvers and act as advocates on your behalf, rather than simply acting as brokers trying to find the lowest rate.

Owner-managed businesses also want to understand the risks of an unanticipated event for a shareholder or key person like a death or incapacity. We help them to identify the risks, understand the opportunities to manage these risks.

What have we done for businesses?