Protecting the owner and their business equity needs planning. It is the number one issue owners worry about(protecting their number one asset). Additionally, owners always looking to enhance their lifestyle and push key people to act like them without diluting ownership.

Join us on the next BREW as we welcome Jack Leavy, Business Solutions Specialist from Principal. We will share ideas that help owners with the 3 D’s…Death, Disability and Departure to protect business value if one of these were to occur to them or key people. Every organization has key people that have life insurance, disability income insurance and retirement gap. Key employees financial well being can directly impact an owner and their business value. Make sure these problems are identified and solutions offered.