Free online class · No sales pitch

Protect, Transfer, Keep: 3 plans every business owner should have

What happens if a key person dies, a partner dies, or your best employee walks out? A 30-minute, plain-English class for owners of small and mid-sized businesses, followed by open Q&A. Bring your questions. Your CPA or business partner is welcome too.

What we'll cover

• Protect: key-person coverage, and how it keeps the business steady if someone important is gone
• Transfer: buy-sell agreements, the ways to fund them, and what a 2024 Supreme Court case means for many of them
• Keep: ways owners reward and hold on to their best people
• Putting it together: how one business-owned life insurance policy can support all three (an approach called Corp FlexMethod), plus the honest trade-offs

Who it's for

Owners, partners and founders of businesses with roughly 5 to 100 employees who want to understand their options before they need them.

Your host

Trace Hoth, licensed insurance agent with Unshakeable Financial Partners, based in Utah.

This class is general education, not individual tax, legal or financial advice. Nothing is sold during the class.