For business owners
Protect the people and work behind your business.
When a business depends on key people, planning for the unexpected deserves a clear, thoughtful conversation.
Business protection, explained plainly
Refuge Wealth can help you explore insurance strategies that may support your business and the people connected to it. Start with your priorities, then understand how each option works and what it does not do.
Key-man coverage
Consider coverage connected to the impact of losing a key person, and the role it may play in a broader business continuity plan.
Executive bonus plans
Learn the basic structure and considerations of an executive bonus plan, and bring questions to your tax and legal professionals where appropriate.
Life insurance for owners
Discuss personal and family protection alongside your business responsibilities.