CASE STUDY: BUSINESS OWNER PLANNING
Client – Nationwide Business with Net Worth of $100,000,000
Challenge – Client needed coverage for key personnel located across the country. If the company lost one of its key employees there would be a severe impact on revenue and production.
Solution – Geer Financial Services, LLC took care of everything, by negotiating optimal life insurance coverage for every key person throughout the organization.
Benefit – With coverage in place the company is now protected in case a key employee dies. If an untimely death occurred the new life insurance gives them much needed assistance to recruit, hire and train new personnel. The process was also made easy by having Geer Financial Services, LLC handle all of the policy negotiations and placement.