Resources

Here you’ll find valuable insights tailored to Business Owners Raising Kids (BORKs), including essential planning tips, life insurance strategies, and case studies that illustrate the benefits of protection planning, helping you navigate the complexities of safeguarding your family and business.

Eric Kleinstein Eric Kleinstein

I’ve Fallen & I Can’t Get Up: Why Disability Insurance is Essential for Business Owners Raising Kids

As a BORK, protecting your income is essential for both personal and professional stability. This blog explores the different types of disability insurance available—including short-term, long-term, and business overhead insurance—and explains how each can help safeguard your family’s future and keep your business running smoothly if you’re unable to work. Discover why disability insurance is a vital part of financial planning for those balancing business ownership with raising kids.

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Protection Planning Eric Kleinstein Protection Planning Eric Kleinstein

Business Owner Protection: Buy-Sell Agreements, Key Person Insurance, and Essential Coverage Plans

Discover key protection tools for business owners, including buy-sell agreements, nonqualified deferred compensation plans, key person life insurance, and disability insurance. Learn how these strategies ensure business continuity, protect your partners, and secure your company's financial stability during unexpected events.

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