Risk management and key employee retention are critical to the success of all law firms, small and large.
Ask yourself these questions:
When was the last time you reviewed your personal life, disability, and long term care insurance policies? When was the last time you had a valuation done on your practice? When was the last time you reviewed your buy-sell agreement. Is it properly funded? Partners and single attorney owners – How would you pay your business expenses if you became disabled? If your firm has several partners, are any of them uninsurable?
We design solutions to address these problems.
Here are some examples
Complementary review of existing policies
Informal business valuation and review of your buy-sell agreement for firms with at least $500,000 in annual revenue
Key person life, disability, and long term care insurance
Non-qualified deferred compensation to retain your top talent
Life and disability insurance to fund buy-sell agreements
Business overhead disability insurance