Captain America’s shield. Wonder Woman’s bracelets. Spider-Man’s web. Superheroes have always prioritized protection. As a business owner, shouldn’t you follow suit even if you don’t have a cape?


Safeguarding your assets is critical.

Be the superhero of your business. Review the following questions to determine if you’ve done everything in your power to ensure your business is adequately protected.

Disability Costs

Can you afford to pay two salaries for the same role if one of your key team members becomes disabled? Studies suggest 25% of Americans will become disabled for one year during their career between age 20 and normal retirement age.¹

Employee Compensation

Does your key employee compensation plan provide significant upside to retain your employees? If you’re unsure how they feel, consider sending your key employees a survey.

Cyber Fraud

Who would you call if there was a cyber breach in your business? According to a 2024 U.S. Chamber of Commerce survey, 60% of businesses are increasingly concerned about cyber threats including phishing, malware, and ransomware.²

Succession Planning

Is your succession plan properly funded to support the future you and your heirs have always imagined? Make sure to conduct an annual review to confirm your plan supports your current goals and objectives.

Your Legacy

If something happened to you, would your surviving family members feel you put a strong plan in place to protect the business? The Supreme Court Ruling on the Connelly Case is just one reason why an assessment is crucial.³

Are you unsure about any of these questions?

You’re not alone. Simply reply to this email, and we’ll guide you through various strategies to find suitable coverage for you and your business.

With thoughtful planning, we can create a comprehensive solution that shields your business from unexpected challenges. Remember, insurance isn’t just a requirement – it’s a smart investment in the long-term success of your business.


¹ https://disabilitycanhappen.org

² https://www.uschamber.com/small-business/new-survey-finds-small-businesses-think-cyberattacks-are-biggest-threat

³ https://www.supremecourt.gov/DocketPDF/23/23-146/303155/20240315113511210_23-146_meritsreply.pdf