Buy-Sell and Business Overhead Insurance

Part of a well-planned protection strategy

One of the biggest risks to a closely-held business is the disability or death of a partner. The right type of insurance protection can shield the business, the injured/deceased partner’s family, and the remaining partners. OJM can review these coverages with the owner(s) of a business or practice and discuss how they fit into a well-planned business protection strategy.

ARTICLES

David Mandell

The Advisor Advantage

Seven Benefits Your Advisor Should Bring to Your Portfolio “Do I really need help—or can…

VIDEOS

safe with key and combination
Webcasts

How to Avoid an Increasingly Common Asset Protection Mistake

Protecting the wealth you have worked hard to build is an important component of a…

PODCASTS

AlternativeInvestments_Diversification
Andrew Taylor

Should I Have Alternative Investments in my Portfolio?

OJM Wealth Advisor Andrew Taylor, CFP, defines “Alternative Investments” and discusses why the average investor’s…