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 have been working with Integrated Financial Strategies (IFS) since 2005 for my insurance portfolio planning. In late 2020, IFS worked with my legal & accounting advisors to develop and implement a comprehensive life insurance solution to provide liquidity for my estate to fund tax liabilities. The planning was thorough, efficient, and done in a professional manner. I am grateful to the IFS team for raising the issue and diligently assisting to execute the solution.

Rob Kumer – President & Chief Investment Officer, KingSett Capital