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If you have any questions or concerns, please use the contact information provided in this email as this inbox is not monitored for replies.
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Protecting What You’Ve Spent a Lifetime Building
Is your limit sufficient to protect your assets and lifestyle?
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You’ve worked hard for your success. You deserve an insurance partner who recognizes that.
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The more your assets grow, the higher your liability risks are. No matter how well you’ve covered your bases, sometimes things go wrong. A car accident. A guest who slips and falls on your property. A lawsuit. If you don’t have the right coverage, an unfortunate situation can compromise your financial security. You have protection for your home – why shouldn’t you have protection for your future?
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That’s where personal excess liability insurance comes in. Just like you plan for retirement, or save for your children’s college education, excess/umbrella liability insurance is an important part of your financial plan.
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Our thanks to Chubb.
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About Chubb
MPI (Management Planning Inc.) is a business valuation, litigation support, forensic accounting and M&A advisory firm providing valuations for a variety of tax, financial reporting, litigation and other business applications, as well as corporate advisory services to business owners and their representatives.
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Upcoming Events
- June 13: Presentation in Hilton Head, SC Hosted by Dividend Capital
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June 14 to 16: FAMILY BUSINESS CENTERS Executive Directors ALLIANCE, Wake Forest, NC
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June 29: Pacific FBC, U of Northern Iowa, IA, Virtual
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- July 11: University of Toledo, Virtual
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Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.
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Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
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We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
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As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
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About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
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Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
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