Solutions for Owners and Partners
Insurance strategies that help a business survive the loss of a key person—and plan for what comes next.
Key-Person Protection
Life insurance on essential people so the business has resources to recover from an unexpected loss of talent or leadership.
Buy-Sell Funding
Insurance-funded buy-sell agreements help ensure smooth ownership transitions between partners. The legal agreement itself must be prepared or reviewed by qualified legal counsel.
Executive Benefits
Retention and benefit strategies for key executives using permanent life and annuity products, subject to carrier availability and plan terms.
Business Continuation
Planning that helps keep operations running through an ownership or leadership transition.
Succession-Planning Coordination
Coordination of insurance strategies with your succession plan. Legal and tax documents should be prepared or reviewed by qualified legal and tax professionals.
Employee-Benefit & Owner Retirement Education
Education on benefit options and business-owner retirement considerations. Tax consequences should be reviewed by qualified tax professionals.
Important: Legal & Tax Documents
Buy-sell agreements, succession documents, and other legal instruments must be prepared or reviewed by qualified legal counsel. Tax consequences of any strategy should be reviewed by qualified tax professionals. Open Doors Financial Group provides insurance education and strategies; we do not provide legal or tax advice.
Your Business Deserves a Plan
Let's protect your people, your partnerships, and your legacy.
Insurance product availability varies by state and carrier. Guarantees are based on the claims-paying ability of the issuing insurance company. This website is for educational purposes only and is not individualized financial, tax, or legal advice. Individual results vary.