Shoreline Wealth and Investment Mangement  


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Business Insurance


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Business Insurance, unlike personal insurance, is acquired for the purpose of covering (in whole or in part) expenses that businesses may incur related it continuing and providing for heirs after accident, injury or death to a key employee or for the benefitis associated with lower insurance rates ( a form of quantity discount) by providing a variety of coverages to employees. Better yet, these costs may be tax deductible to an employer. The types of insurance purchased for these needs include, but are not limited to, the following:

Business Continuation Insurance
Group Insurance
Key Person Insurance
Shoreline's Competitive Edge
Whatever your need, protecting an business' ability to continue and contribute to the income and net worth needs of survivors or avoiding unnecessary financial hardship in the event of injury or death, business insurance is a key component of any serious wealth management plan businesses should consider. There are many plans and competitive rates Shoreline Wealth and Investment Management can assist you in obtaining.
 

For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page (formatted for versions 10.0 and higher of Internet Explorer) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

 
 

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  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cbloom@cfiemail.com