Maximizing Transferable Business Value

21500 Chase Dr., Novi, MI 48375

 Satellite Offices in Birmingham, Farmington Hills and Troy

Business Consulting Email:  GTRose@BlueSea.LLC

Insurance Email: GTRose@SummitLegacy.LLC

Mobile: 248-875-7675

©2017 by Summit Legacy Advisors LLC.

Immediate Quoting from Summit Legacy Advisors

Term Insurance can provide important interim protection for business owners



Oftentimes, business owners just need to start with a budget. They need to know what the cost range would be for funding a buy-sell agreement, or covering their key employees' income streams so their families feel secure. We've made it simple to determine those numbers. Just click on the Instant Quote link below, and enter a few bits of information to get competitive rates on term insurance from our A+ or A rated carriers:


Permanent life insurance solutions for wider objectives


On the other hand, the use of permanent whole life, indexed universal life, fixed or indexed annuities, long-term care, or disability income policies may be more appropriate in various business owner scenarios. These types of solutions have many more options to consider that require the advice of a seasoned insurance professional. If you are interested in achieving such goals as permanent asset protection, permanent guaranteed death benefits, accelerated cash value creation for tax-sheltered asset growth, retirement income supplementation, or building in accessible benefits for chronic illness conditions, just fill in the information below, and we'll be in touch with you shortly. 

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