How to run your business from home with D&O insurance | Aligned Insurance Agency posted on the topic | LinkedIn (2024)

Don’t sleep on due diligence. Instead of blindly renewing with your broker every year, take a moment for due diligence to ensure they're still acting in your company's best interest. Many firms offer complimentary due diligence on your insurance program and the leg work on your end is minimal. If the audit reveals no major issues, you can rest assured that your trust in your current broker is justified. However, if significant issues arise, it's a wake-up call that your existing broker might be neglecting their duties. By prioritizing due diligence, you steer clear of potential pitfalls like overcharging or facing an unpaid claim scenario. It's a proactive approach to safeguarding your company's assets, saving you money, and avoiding unnecessary headaches. Don't underestimate the impact of due diligence—it can make a significant difference in your financial well-being!

58

5 Comments

Don't wait until it's too late. Contact me today for a comprehensive insurance policy review. Let's make sure you have the right coverage in place to safeguard your future. #InsurancePolicyReview #RiskManagement #ProtectYourAssets

4

If you are a financial advisor, it is imperative to make sure your clients have adequate life insurance coverage in place. Life insurance is a key aspect of making sure their family is taken care of when they pass. With our partnership with PolicyGenius Pro, you now have the ability to help clients secure the coverage they need with minimal work. Check out the link below! #TermLifeInsurance #LifeInsurance

13

Before signing on the dotted line, consider your business's long-term plans. Explore how asking, "Can you negotiate the lease terms?" can offer flexibility for your future.As your trusted insurance agent, Tyler Ellis State Farm is here to help you navigate the insurance aspect of your small business journey. Reach out if you have questions or need guidance!

Business owners this video is created to help you identify the possible shortcomings with your shareholder agreement as well insurance planning.Just curious, did your insurance advisor ask for a schematic of your corporate structure and a copy of the shareholder agreement when she/he was creating your insurance portfolio? If they did not, you may have a taxable event on death like one business owner would have had for 4 million dollars prior to working with us.We welcome all inquiries as we serve exclusively business owners and professionals. For those that know me they will confirm my knowledge, expertise and high service standards.#tkfg #innerorbis #estateplanning #businessadvising

7

If you're a business owner who's consistently spending less on claims than your annual premium, you might be helping insurance carriers make 40% or more on your money. Don't let that happen to you! In this hard market, consider exploring loss sensitive programs to help propel your business to the next level. Let's talk about it.

18

1 Comment

No jargon. No complexity. Just plain English & less red tape.That's our commitment when working with you. We take care of the hassle of your insurance, so you can focus on running your business.Learn more about how we support businesses like yours 👇https://lnkd.in/exiGntAb

3

📈𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: 𝐰𝐡𝐚𝐭’𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐫𝐚𝐝𝐚𝐫 𝐟𝐨𝐫 2024? 📈 Curious about navigating the evolving insurance landscape and how to unlock opportunities? Discover how Indeez can empower your business, drive revenue, and enhance value for your customers. Let’s start a conversation!

16

If your organization has considered joining a group captive, here's some food for thought: almost every one of our clients who joins says they wish they had done it sooner. A group captive doesn't just offer advantages from an insurance standpoint, it can actually make your company safer. And that focus can drive revenue growth and long-term sustainability. Read more in the sixth and final chapter of our Guide to Captives: https://hubs.la/Q027rYsp0

5

The Zywave Broker Services Survey is one of my favorite resources! For years, Brokers have used it to gain insight on customer and prospect needs and business challenges. Please share your thoughts by clicking on the survey link below.

11

1 Comment