AVOID THE COMMON CHALLENGES

Business Failure

Business Failure

Businesses just like yours rely upon key people for day-to-day operations and revenue generation. Unfortunately, very few businesses have protection from the risk of a premature death or a disability of a key person.


QUESTIONS

QUESTIONS

Upon recognition that this risk exists, you'll be left uncertain as to what type of insurance plan is best, how it should be structured, funded and how to manage it over time.


UNCERTAINTY

UNCERTAINTY

As a result, there will be a host of questions which can be confusing and difficult to confidently answer.


MEET COURTNEY PETERSON

MEET COURTNEY PETERSON

Having worked with many businesses and their key personnel, I understand how a long-term disability or premature death can impair a business.

Fortunately, solutions exist to ensure your business's operations continue with minimal interruption should an impairment occur. Having worked with businesses just like yours, we can provide solutions that give you the confidence you are adequately protected.

The Process

HERE'S THE PROCESS:

  • Fill Out the Short Form Below.
  • I’ll Schedule a No-Cost Consultation With You.
  • You Receive Personalized Guidance.
  • We Establish a Plan to Protect Your Key People.

AGREEMENT

I GUARANTEE THE FOLLOWING

Your plan to cover the financial impact of your key person will no longer be a concern.

The recommendations you receive will be tailored to the unique risks of your business.

You will have peace of mind, knowing your business can cover the cost of training or lost revenue.

Your business partners, financial institutions and family will be confident with your business' legacy.

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GET STARTED!

Fill out the contact form below, so we can schedule our no-cost Executive Benefits consultation.

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    CONFIDENCE YOUR BUSINESS IS SECURE

    Ends in a success

    After working with Peterson Insurance & Financial Services, you'll have much more confidence in your business legacy. You'll no longer feel uncertain about the risk of losing key personnel and how that loss could impact your business's future.

    Rather, you'll know you have exactly what you need. You'll have confidence in your business' continuation plan, you'll have peace of mind, and you'll be thrilled that the process to cover this risk was so much easier than you thought it would be.