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 10/24/24 Eric Kleinstein 10/24/24

Protection Planning: Comparing Strategies for Business Owners and Employees

Discover the critical differences in protection planning for business owners and employees. Learn how life insurance, disability insurance, and estate planning uniquely impact personal and business needs, and find tailored strategies for effective financial security.

Eric Kleinstein 10/24/24 Eric Kleinstein 10/24/24

What is a BORK? Navigating Life as a Business Owner Raising Kids

Discover how BORKs—Business Owners Raising Kids—can navigate life insurance and protection planning. Learn tailored strategies to safeguard your family and business while balancing entrepreneurship and parenthood.

Eric Kleinstein 10/24/24 Eric Kleinstein 10/24/24

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.