| Business Insurance Checklist
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you, a partner, or a key employee become disabled,
the loss to the company would be just as great as
if he or she died. In fact, it could be worse, because
that person would still require an income.
- Do I have
adequate disability insurance on myself?
- Do we have
coverage on our key employees to help meet our
responsibilities to them if they become disabled?
Succession or Buy-Sell Plan and the insurance coverage
needed to fund it
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you don't have such a plan, perhaps now is the time
to implement one. This isn't needed so much for
the business's sake, but for that of your family
to help ensure that they'll get the best price for
the business if anything happens to you.
- If we do
have a plan already, is it current?
- Is adequate
life insurance in place to fund the buy out?
- Does it
involve a disability purchase, along with the
disability insurance needed to help replace my
salary or income if I become ill or injured?
Compensation Back to Menu
Enables you to send dollars ahead for the
future. This is an attractive incentive for select
employees as well as for you. By deferring a current
raise today, for instance, you can potentially get
the a tax break for yourself. Plus, you will be
providing for your own future.
- Am I fully
aware of all the advantages and benefits of a
deferred comp plan?
- If there
is a plan in force, am I taking maximum advantage
We are now licensed to write insurance in AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NM, NY, NC, OH, OK, PA, SC, TN, TX, UT and WI.
8131 LBJ Freeway, Suite 220 |
Dallas, TX 75251 |
fax 972.699.9850 |