Key Man Insurance

What is Key Man Insurance? Key man insurance is an insurance policy that a business purchases to cover the loss of income or expenses that can result when a key member of a business is no longer able to lead the business. It may include both life insurance and disability insurance on the key person  Read more ➝

Business Succession Planning

Business Succession Planning According to a recent survey of small business owners (defined as those with fewer than 300 employees), three out of five of the respondents did not have a business succession plan in place, with nearly half of that pool saying they thought it unnecessary. Of business owners who have a business succession  Read more ➝

Member-Based Financial Services Firm Toropoint Launches

Firm to be led by 10-year veteran of the technology and financial services industry Bringing together forward-thinking innovation and decades of experience in startups, wealth management and financial planning, Toropoint Financial Services is revolutionizing the way financial products are offered via technology and direct marketing partnerships. With the launch of Toropoint, financial services companies including  Read more ➝