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Business Solutions

About Business Solutions

When individuals buy life and disability insurance, the medical underwriting process, involving medical histories, physical exams and laboratory tests can sometimes be arduous. Yet when a group of executives are underwritten in conjunction with an employer-sponsored plan, the underwriting is relatively simple. In these situations, “multi-life” underwriting applies and the individual life or disability policies are issued on a “guaranteed issue” or “simplified-issue” basis.


Informal Business Valuation & Buy-Sell Review Submission

Dedicated Business
Solutions web page

2023 Business Owner
Insights marketing materials

Business Needs Assessment