Insurance Planning for Small Business Success
Attract, Retain, Reward, and Transition your team using Executive Bonus Plans, Key Employee Programs and Buy-Sell Agreements.
over 200 happy clients & counting
★★★★★
Your Trusted Insurance Advisor
Small business term and whole life (cash value) insurance solutions that are simple, transparent, and effective. Focused on executive bonus plans, key employee programs, and buy-sell agreements.
125+
200+
Insurance Advisory Services
Simplifying insurance solutions for small businesses through tailored term, whole life, and annuities.
Retain top talent with comprehensive executive bonus plans that benefit your business.
Protect essential roles and ensure continuity with strategic key employee programs.
Secure business transitions and ownership with personalized buy-sell agreements for stability.
Christine was very knowledgeable and helpful. She took care of my insurance needs and was very friendly. I highly recommend her.
Lisa Burton
★★★★★
LB Bookkeeping NW
LB Bookkeeping NW
Frequently Asked Questions
What services do you offer?
I provide term insurance, whole life (cash-value) insurance, and annuities tailored for small businesses.
How do you simplify insurance?
I focus on clear communication and straightforward solutions to meet your insurance needs effectively.
What is an executive bonus?
An executive bonus plan is a compensation strategy designed to attract, reward, and retain key executives by providing them with additional benefits in the form of insurance.
How do you charge fees?
My services are commission-based, ensuring transparency and no hidden costs for clients.
Can I schedule a consultation?
Yes, you can easily schedule an appointment. Click any of the Schedule Quote buttons to be directed to my Calendar.
What is your client approach?
I prioritize a simple, transparent process, ensuring clients understand their options and feel confident in their decisions.