Every business operating today has key people that help it remain successful and profitable. Although most businesses insure their property and profits, few think to insure their most precious assets—the men and women whose experience, talent and judgment contribute substantially to the financial success of the business. Loss of a key person can adversely affect the business’ earning potential and will cause expenses related to finding his/her replacement.
© 2021 Turtle Creek Financial
The information contained herein is based on our current understanding of federal tax and state insurance laws as they relate to life insurance, annuities, ERISA qualifies retirement plans or other subject matter discussed.
These laws are subject to change in the future. Turtle Creek Financial Group and or its associates do not provide tax or legal advice.
Please consult your own advisors for legal, tax or accounting advice.