Make sure your business continues
If you or a key team member can’t
A funded plan for who owns and runs the business.
Keep control of the business you built.
Be fair to every owner’s family.
Create the funding you need
to continue the business
Is this for you?
This fits business owners of any size with one or more key people. Common cases: buy-sell funding, key person coverage, and owner succession.
What is business continuity?
This is about money and ownership, not IT backups. It is a funded plan that keeps your business running.
If a stakeholder or key employee dies or becomes disabled, you have a plan in place to keep everything running smoothly.
Our 3-Step Continuity Plan
We assess your exposures and craft a plan that meets your unique circumstances
We work with your other advisors to determine an IRS-acceptable business valuation to build
your plan.
We implement documentation and funding mechanisms so you are ready for any unexpected or difficult circumstances
This is what clients say about
Insight Insurance Services
"He’s a solution provider and a problem solver. He earned his seat at our table."
Rob Dixon, SERVPRO of Belle Meade
"We address all the what-if situations, and I get to run the business."
Eddie Anderson, Stringfellow
"It gives us peace of mind and lets us focus on the business and our people."
Cory Sullins, SERVPRO of Sumner County
Download our free white paper
The Insight Insurance Services Story
Dave Toeben is the President and Owner of Insight Insurance Services, headquartered in Nashville, Tennessee with offices in Saint Cloud, Minnesota.
Over the past 20 years, Dave has seen the benefits of proper planning and the backbone of our economy and without them, there would be fewer businesses and less jobs. As a small business owner himself, he understands their struggles and wants to help his clients thrive.
Dave simplifies the insurance process for small businesses and the mighty heroes that lead them. He recognizes each client is different with unique needs, so his tailored approach keeps owners, their families, and employees at the forefront of the planning process.