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Key Person Insurance
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Key Person Insurance is
protection against financial loss resulting from death
of an "key" or essential employee.
Characteristics of Key Employees
 Individuals
having specialized skills that are critical to the success
of the business;
Individuals
having a significant client base that might leave the
business if the employee were to die
Life insurance may be considered on the life of the key employee to cover the loss of income and/or increase in expenses resulting
from the key employee's death. Proceeds can be used to assure creditors that their loans are safe or to cover the expenses of hiring and training a new employee.
Shoreline's Competitive Edge
Whatever your need, protecting against the costs associated with disability is
an important choice. 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 4.0 and higher
of Netscape or MSIE) 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. - 214 Calle Palo Colorado, CA, 93105 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - Member FINRA and SIPC.
The information contained in this web site is neither an offer nor solicitation of any security or service.
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