Key-Person Protection
Life insurance on essential people so the business has resources to recover from an unexpected loss of talent or leadership.
Business solutions
Protect the business you built.
Insurance strategies that help a business prepare for the loss of a key person and plan for what comes next.
Solutions for owners and partners.
Buy-Sell Funding
Insurance-funded buy-sell agreements help support 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.
Legal and tax coordination.
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.
Move forward with understanding.
If you would like to discuss your questions, arrange a conversation with our team.
Educational content only; not individualized financial, tax or legal advice. Product availability varies by state and carrier. Licensing and carrier contracting are required before solicitation. Guarantees depend on the issuing insurance company's claims-paying ability.