Business owners

Take control of your business’s success

Become a more confident, organized business owner

Contact our team

Planning, insurance, and benefits solutions coordinated for you

We’ve worked with hundreds of businesses in various industries, and we can address your specific questions and make recommendations based on the risks, needs, and options for your business.

With our comprehensive business solutions, you can simplify your solutions and coordinate options to save money, mitigate risk, and enhance profit potential. You’ll be able to see room for growth and concrete steps for improvement.

How we can help

Business review

Are your business and succession plans helping ensure your company’s long-term success?

We can help you organize your business planning documents and solutions for long-lasting confidence.

When things are going well, it’s easy to let business and succession planning fall to the wayside. However, a regular business review with a professional can help protect you from unexpected circumstances and builds value into your business, helping you grow long into the future.

Risk mitigation

Are your business and succession plans helping ensure your company’s long-term success?

Insurance can help you focus on what’s important in your business, knowing your risks are accounted for and your most valuable assets are protected.

There are four types of risk in business:

Employee benefits

Are your employee benefits set up to attract and retain top talent?

Our employee benefits professionals help tailor your benefits solutions to your business and employees. Our goal is to provide benefits options your employees value and use to create lasting employee satisfaction and security to help your business thrive.

In our review, our employee benefits specialists will analyze your current benefits offerings and the needs of your business and employees. Then, they will recommend strategies and offerings that will help you and your staff get the communication, technology, and legal support you need.

Employees consistently say improving their benefits is the one thing their employers can do to keep them in their jobs—second only to pay.

U.S. Chamber Institute for Legal Reform (ILR). (2013, May 14). U.S. Legal System Is World’s Most Costly According to a New Study.


Meet our business owner support team

Receive one-on-one support with our experts to voice your concerns and get answers, without a dozen meetings of conflicting advice.

Our professionals can even work with your existing business solutions providers to help you access more appropriate products and options.

Chloe Becker
Chloe Becker

Employee Benefits Account Manager

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Christina Church
Christina Church

Insurance Consultant

Max Miller
Max Miller

Disability Insurance Consultant

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

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