Business Owners

Could you be overlooking a risk that puts your business and/or family in jeopardy?

Every business is different, and every family is different. But the risks that entrepreneurs face are more similar than you might think — and they can threaten what you’ve worked so long and hard to build. Prosperity. Security. A legacy. A brand.

Discover how transferring financial risk from your business to an insurance company can give you peace of mind.

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Let’s start a conversation about your business and your wishes, and how we can help you protect them.

Let us guide you through the pros and cons of different strategies for transferring financial risk from your business to an insurance company, and help you decide which solution would best suit your needs and your unique set of circumstances.

Book a Consultation

I’ve always believed that applying for life insurance was filling out a form and obtaining a quote until I met Mark and his team at Integrated Financial Strategies. Mark’s patient, diligent & detailed approach to reviewing my personal and business affairs produced a solution that provided me with peace of mind that I was doing the right thing at the right time to protect my family and my business.

James Cohen – Chief Executive Officer, Nevvon