Fusion Business Protection Review

Business owners are busy building the business. 

Insurance, benefits, shareholder coverage, debt protection and personal coverage often get added at different times, through different people, for different reasons.

The result can be a collection of policies and agreements that no one has ever reviewed together.

The Fusion Business Protection Review helps you get organized, understand what you have, identify what may be missing, and decide what actually needs attention.

• Do you know exactly what insurance your company owns? 
• Do you know what coverage you own personally? 
• Do you know what your bank controls? 
• Does your shareholder agreement match the insurance in place? 
• Has your business value changed since the coverage was purchased? 
• Are key people in the business properly protected? 
• Do your employee benefits still fit your workforce? 
• If something happened to you tomorrow, would your family and business know what happens next? 

A one-page overview of the insurance and protection currently in place across the business, owners, employees and family.

A clear list of personal, corporate, group and lender-controlled coverage — including who owns it, who the beneficiary is and what it is intended to protect.

A summary of what appears to be missing, outdated or worth reviewing — ranked by what deserves attention first.

Where changes are appropriate, you receive clear options, costs and the reasoning behind the recommendation.

Where needed, we help coordinate the insurance discussion with your accountant, lawyer, banker or other professional advisors.

As your business changes, we review the plan again — including ownership, debt, key people, benefits and existing coverage.