Taking care of business — helping business owners navigate uncertainty
For small business owners, not only are they often the “key person” to their business, but they are also key to their family’s current and future financial security. For those business-owner clients who want to plan for business continuity as well as personal financial protection and supplemental retirement needs, a personal key-person solution might be a good option to consider.
Given market volatility and uncertainty, now, more than ever, clients need and want a plan that will protect, provide and preserve business owners’ needs.
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