Blog
“Our company and its affiliates are established leaders in the financial services industry. We offer customized guidance and strategies to our clients.”
Importance of key person insurance
Key person insurance is life and/or disability insurance owned by a business on a key employee. The business pays the premiums and is the beneficiary of the policy. It is considered a risk management strategy, important for small businesses, when the loss of a key person could result in a catastrophic loss for the busi [...]
Key person insurance is life and/or disability insurance owned by a business on a key employee. The business pays the premiums and is the beneficiary of the policy. It is considered a risk management [...]
SMALL BUSINESS EMPLOYEE BENEFITS: THINKING OUTSIDE THE BOX
Small business owners know that it’s getting more competitive than ever to hire the best and brightest people. Employee benefits remain a top differentiator for small businesses and yet many are still struggling to deliver just the right benefits. One idea to consider is to take a fresh approach to emplo [...]
Small business owners know that it’s getting more competitive than ever to hire the best and brightest people. Employee benefits remain a top differentiator for small businesses and yet many [...]
2024 Top Financial Professional
August 27, 2024
We are thrilled to be recognized as a 2024 Top Financial Professional by Northern Virginia Magazine! This marks 10 years that we have had this special designation, and it fully supports our mission to protect financial futures for individuals, families, and small businesses. As an insuranc [...]
August 27, 2024
We are thrilled to be recognized as a 2024 Top Financial Professional by Northern Virginia Magazine! This marks 10 years that we have had this special designation, and it fully [...]
