Protect My Business from the Unexpected

    If you’re a business owner, it’s imperative to protect everything you’ve created by preparing for unexpected events, such as the death or injury of a partner or a key employee. With the right strategy and protection, you can help ensure your business will continue to run, salaries will be paid, and your plans will be carried out.

    Get relevant content and tools throughout the site to help you protect your business from the unexpected.


    Tips to Help You Get Started

    Products and Solutions to Help You

    Reach Your Goal

    Life Insurance

    Protect your business and employees from the unexpected.

    How Life Insurance Helped One Business Weather a Recession

    "Having cash value in our life insurance policy gave us a feeling of security."
    See Don and Dave's Story
    Picture of James Glass

    James Glass, Financial Professional in Walnut Creek, CA

    “Whole life insurance provides a death benefit that helps protect your family, but it's also a product for the living. It's a very flexible type of product that gives you options.”

    James Glass, Financial Professional in Walnut Creek, CA

    Talk to Us

    100 Tips for Business Owners

    Our goal is to help you build and protect your business by providing you with simple, actionable ideas.
    Read More


    Your Business Is Our Business

    Let's talk about where your business is now, and where you'd like it to be in the future.

    We’ll work with you to find financial solutions that can help you reach your goals.

    Still not sure what you need?

    Select a Goal and We'll Help You Get There