Key Person Insurance

 
 

Easy Key-Person Insurance

So you’re ready to get your SBA loan! Or you have a term sheet for a SEED round or Series-A, but you see this “Key-Person” Insurance, what is that?

Key-Person Insurance is typically term insurance and is used to collateralize a loan, knowing that the Founder or business buyer and builder is the straw that stirs the drink, Insurance helps keep the wheels turning.

Please use the form below to help us get the process we’ll just need a few more questions at the time of taking the full app, and we’ll look to work with fast easy price competitive carriers that usually don’t need in-person underwriting.

Please feel free to put in at least your name, phone, desired coverage amount, and date needed, if you fill out the whole form we’ll only have a few more needs to bind the policy.



Estate Planning Through Your Small Business

Please feel free to let us know if you’d like to explore more complex policies as well, cash flowing businesses can be used for estate planning very easily via Whole Life, Indexed Universal Life (IUL), and Variable Universal Life (VUL) insurance. The policy illustrations are easy to produce, and we’re able to bespoke to coverage and financial needs.