Insurance for the income and the enterprise
Life, own-occupation disability, key-person, and buy-sell funding, coordinated with the wealth and estate plan so the coverage actually does the job it was bought for.
Greenridge Insurance places life and disability coverage that does a specific job: replace income if you cannot work, protect a business if it loses a key person, and fund the agreements that keep ownership orderly. We coordinate it with the estate and wealth plan.
What we place
Coverage tied to a purpose, not sold off a shelf.
- Own-occupation disability that protects specialty income
- Term and permanent life, sized to real obligations
- Key-person insurance for the people a business cannot lose
- Buy-sell agreement funding so ownership transfers are actually funded
Why coordination matters
Life and disability policies are the ones most often bought once and never revisited. We check them against the estate plan and the buy-sell agreement, so the beneficiary, the owner, and the funding all still line up years later. Any guarantee is subject to the claims-paying ability of the issuing carrier.
Common questions
What is own-occupation disability insurance?
How much life insurance do I need?
Request a coverage review.
A first conversation is free and without obligation. We will review what you have, tell you plainly where the gaps are, and how we would fill them.
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