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Insurance Planning

Businesses 

At Borwick Wealth Management, we specialize in strategic insurance solutions designed to protect your business and its most valuable assets. Our professional team is committed to helping you navigate the complexities of insurance planning, striving to ensure your company's longevity and success. Here's how we can assist you:

Key Person Insurance

  1. Business Continuity: Safeguard your business against the unexpected loss of a key employee with tailored key person insurance.
  2. Financial Health: Ensure your company's financial health by covering the costs associated with replacing a crucial team member, such as recruitment, training, and potential revenue loss.
  3. Customized Solutions: Our advisors work with you to identify key individuals and create insurance plans that meet your business's specific needs.


Executive Compensation

Executive Compensation

Attract and Retain Talent: Develop competitive compensation packages that help you attract, retain, and motivate top executives.
Strategic Planning: Our team assists in designing compensation strategies that align with your company's goals and foster long-term growth.
Comprehensive Approach: We consider all aspects of executive compensation, including base salary, bonuses, equity, and benefits, to create well-rounded packages.

Group Disability Income

  1. Employee Protection: Offer your employees group disability income insurance, providing financial support if they're unable to work due to illness or injury.
  2. Competitive Advantage: Enhance your benefits package with group disability insurance, helping you attract and retain top talent.
  3. Cost-Effective Solutions: Our advisors help you find the best disability insurance options within your budget, maximizing value for both your company and your employees.


At Borwick Wealth Management, we understand that your business's success relies on the well-being and financial health of your team. Our dedicated insurance planning services are designed to protect your company and its most valuable assets, seeking to ensure a prosperous future. Contact us today to start building a foundation for your business.

FAQs


  • Business insurance planning protects your company, key employees, and financial stability from unexpected events that could disrupt operations or cash flow.

  • Key person insurance provides financial protection if a critical employee passes away or becomes unable to work. It helps cover revenue loss, hiring costs, and transition needs so your business can stay stable during disruption.

  • A key person is anyone whose skills, relationships, or leadership are essential to your company’s success. We help you identify these individuals based on revenue impact, operational responsibility, and strategic importance.

  • Strong executive compensation packages help you attract, retain, and motivate top talent. They also support long-term growth by aligning leadership incentives with the company’s goals.

  • A comprehensive plan may include salary, bonuses, equity, retirement benefits, and insurance-based strategies. We help you structure these components to stay competitive and compliant.

  • Group disability income insurance provides employees with income replacement if they are unable to work due to illness or injury. This strengthens your benefits package and supports employee financial stability.

  • It enhances your overall benefits offering, helps attract and retain skilled employees, and shows your team that their financial well-being is a priority.

  • Yes. We assess your company’s structure, workforce, and long-term goals to recommend insurance strategies that provide the right protection without unnecessary cost.

  • Insurance planning protects your business’s financial health, supports continuity, and reduces risk—allowing you to focus on growth, long-term planning, and building a legacy.