Business Continuation Planning

Ensure Your Business Can Survive Anything–Even Without You

Insurance is a financial tool & asset when used strategically!

What Happens To Your Business If You Can’t Work?

Your business is your livelihood—but what happens if you become disabled or have to step away unexpectedly? Without a plan, your business could:

  • Face financial instability from lost leadership or income
  • Struggle to cover expenses, payroll, and debt
  • Leave your family without a clear transition plan
  • Lose value if forced into a rushed sale

You could avoid all of that with a well-structured business continuation plan, protecting your business, your employees and your family.

Safeguard Your Business

A strategic business continuation plan can help you to cover all the bases to insure you and your business can keep things “business as usual” even when it’s not, ensuring your family, employees, and clients aren’t left scrambling in a crisis.

Key Person

Key person insurance replaces lost revenue if a key owner or employee passes away.

Business Overhead

Business Overhead Expense Insurance covers expenses (rent, salaries, utilities) if the owner becomes disabled.

Buy-Sell Agreement

Life insurance can be a valuable financial asset to ensures ownership transitions smoothly and fairly if needed.

Asset Protection

Life insurance policies can be used to fund business continuity plans in a tax-advantage manner, withoutdisrupting cash flow.

Our process is simple but powerful

How we work to achieve your goals

start with a conversation

We discuss your current situation, past efforts & ideal outcomes / goals.

research & strategize

We explore the best options based on your needs.

present tailored solutions

We provide clear strategies designed for the desired impact.

partner for success

We implement your strategy and provide continued guidance.

real world use cases

Passionate. Dedicated. Professional.

what people are saying

We care about our clients…and it shows!

Quotes Dark

Tanisha Coffey is the best! She is super patient and answered all of my questions. I HIGHLY recommend her for your insurance needs.

C. Scott

Quotes Dark

…Tanisha took the time to thoroughly explain each plan option, ensuring I had a clear understanding of the details and benefits. She was not only well-prepared to answer every question I had but also went above and beyond to clarify complex information in a way that was easy to grasp…

C. Ahuchaogu