Build it, then protect it
Coverage, benefits and planning are how business value survives an accident, an illness or a generation change.
Insurance
Coverage lines every operating business should review annually.
General liability
CoreBaseline coverage required by nearly every commercial and public contract.
Professional liability
Errors and omissions protection for services, consulting and design firms.
Commercial auto and property
Vehicles, equipment and premises coverage for field-based operations.
Cyber liability
Breach response, notification costs and business interruption from a cyber event.
Employee benefits and healthcare
Small group health plans
Association-scale plan options for firms with two or more employees.
Dental, vision and life
Voluntary benefit lines that cost the employer little and retain staff.
Owner-only healthcare options
Coverage paths for sole proprietors and non-employer firms.
Retirement and wealth
SEP and SIMPLE IRA setup
RetirementLow-administration retirement plans built for small firms.
Solo 401(k)
Higher contribution limits for owner-only businesses with strong cash flow.
Business owner wealth review
Annual review connecting business profit to personal wealth building.
Succession, estate and risk
Succession planning worksheet
Who runs it, who owns it and how value transfers if you step away.
Buy-sell agreements
Funded agreements that keep multi-owner firms intact through a transition.
Estate planning basics
Wills, trusts and titling so business value does not leave the family.
Risk register template
Identify, rate and assign owners to the top ten risks in your business.
Sample provider and program catalog. Live partner offers and quotes will be managed through the League admin system.