Business Owners

There are 28 million small businesses in the U.S. and at least 1 in 7 households owns a small business. 

Your business thrives because of the personal effort you pour into it. The relationships you create and nurture are the fuel that keeps your business moving forward. You put your best effort and much of your time, energy and resources into your company. At some point, you want to spend less time working and take more resources from the company to fund your lifestyle. At that point you also begin thinking about the future of your company without you.

Our primary interest is helping you grow your company and benefit from its growth. We endeavor to know and understand your business and provide you with current, quality information, services and products. We are dedicated to developing a relationship with you so we can build a plan that works for long term goals such as retirement and addresses contingencies that arise from unplanned events such as disability or death. We can help you make decisions about additional benefit options to reward and retain key employees or provide the funding for business succession planning.

Every business decision is an insurance decision. 

The following are examples of products, services and options:

  • Executive Disability 
  • Deferred Compensation 
  • Succession Plans 
  • Buy-Sell Agreements 
  • Professional Liability 
  • Director's and Officer's Insurance
  • Umbrella 
  • Investment 
  • Retirement

2016 Legislative Update  Download

Are you starting or expanding a business associated with Cannabis or Hemp? Click here to find out about insurance products.

What would happen if the "face of the business" was to die or become disabled? Do you have a funded succession plan? Read more....

Is your business a transferable or lifestyle business? Do you have a succession plan in process? Read more

There are 4 basic stages of corporate growth. Do you know where you fit? Read more

Do you have questions about how the Affordable Care Act affects your business and personal taxes? Click here for IRS updates.

Is your business an "in-home" business? As a starting point, the attached questionaire helps us identify what insurance coverage matches best with your business needs.

Click here to meet your PBP Insurance team.

Click here to see the companies we use for your insurance.

Click here for our compensation policy and fee schedule.

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Learn More: Click on the following links to search for information you want to know about risk factors and insurance coverages, the insurance industry, and trends and research affecting insurance costs, products and services. (En Espanol) The I.I.I. has a full library of educational videos on its You Tube Channel.

Securities offered through Variable Investment Advisors, Inc. Member FINRA/SIPC.

Online Resources >

Looking for online services? We now offer individual insurance enrollment and online forms for your convenience. If you need assistance, please contact one of our agents.

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