INSURE THE ASSET THAT MAKES EVERYTHING ELSE POSSIBLE — THE OWNERS AND THE KEY PEOPLE.
At ProSolace, we have found in many businesses and practices the asset that is almost always underinsured is the business owner and their key employees. Businesses are diligent about insuring buildings, vehicles, equipment and even the rank-and-file employees but often neglect the asset that differentiates it from all others, the leaders and the key people.
This is a critical issue and something that needs to be addressed as part of any best practice strategy for risk mitigation. We offer low cost and comprehensive insurance solutions that address the funding of buy/sell agreements, loss of a key man due to death or disability and/or tax friendly executive compensation using whole life insurance. These solutions offer immediate liquidity and protection for both business, the owners, the key people and their families.
CLIENT PROFILE
Dagoberto Rodriguez ▪ Indio, CA ▪ Age 41
Dago is an entrepreneur who runs six restaurants located throughout Southern California and Arizona. Along with hospitality holdings, Dago is also involved in a construction and delivery businesses and is committed to a strategy that includes an aggressive expansion plan in the future. Dago and his wife Vanessa are parents to two school-aged sons and both are natives of the Coachella Valley.
ProSolace worked with Vanessa and Dago to formulate a dual life insurance solution to protect their young family. ProSolace is also exploring the implementation of a life and disability insurance program to reward his company’s top liner managers, based on performance, as the company continues to expand.