Main Challenges You Face

Business Failure

Business Failure

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


QUESTIONS

QUESTIONS

Recognizing that this risk exists, you may 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

Leading there will be quite a few questions, which can be confusing and difficult to confidently answer.


INTRODUCING COURTNEY PETERSON

INTRODUCING COURTNEY PETERSON

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

Fortunately, solutions exist to ensure your business's operations continue with minimal interruption should any impairment occur. Having worked with businesses just like yours, we can provide solutions that give you the confidence you will be taken care of.

Process

Getting Started

  • Fill Out the Form Below.
  • I’ll Schedule a Free Consultation With You.
  • You Receive Guidance Specific For Your Business.
  • We Build a Plan to Protect Your Key People.

AGREEMENT

WE GUARANTEE

Your plan to cover the financial impact of your key peoplewill 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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LET'S GET STARTED

Fill out the contact form below, so we can schedule our Free Executive Benefits consultation.

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    CONFIDENCE THAT YOUR BUSINESS IS SECURE

    Ends in a success

    After working with Peterson Insurance & Financial Services - Mobile, 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 succession 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.