People are the key components that make a business successful. If production and customer service are the heart of every business, then the people are its soul.
People are the key components that make a business successful. If production and customer service are the heart of every business, then the people are its soul.
As a business owner, you have to recognize that your partners and employees are very important to the success of your business. If you take care of them, then they'll take care of your business. So, having the right strategy in place will make sure you protect your most valuable assets. If something happens to you or your people, it could have a negative effect to your business.
People are the key components that make a business successful. If production and customer service are the heart of every business, then the people are its soul.
As a business owner, you have to recognize that your partners and employees are very important to the success of your business. If you take care of them, then they'll take care of your business.
So, having the right strategy in place will make sure you protect your most valuable assets. If something happens to you or your people, it could have a negative effect to your business.
Looking for a plan to protect your most important human assets?
We can provide you with a custom strategy that works for your thriving business.
Your business is unique & your people are unique, so we don't copy/paste a generic business insurance and retirement strategy for you. We get to know you, your business, and your goals for the future, and you get to know our Team. This collaborative, consultative approach is how our clients receive tailor-made business strategies designed for their success.
You need to take care of
your employees
You need your own
retirement plan
You're busy building your retained earnings
As a business owner, you are very important to the continued success and operation of your company. Making sure the company is properly protected in case of your injury, sickness, or pre-mature death is critically important.
Important Questions:
What happens if you can’t show up to work tomorrow?
How do the company’s bills get paid?
How do your own bills get paid?
We have solutions that will protect you, if something were to happen. We work with many business owners to ensure their companies and their personal lives don’t get thrown into turmoil if the worst happens.
Think of the most important people in your company. How much of the day-to-day success depends on them showing up every day, healthy and ready to work? What happens if your key Rock stars can’t come to work, because they are sick or injured? How many problems does that cause for your company?
We can’t stop your key people from getting sick or hurt, but we can soften the blow to your company by making sure the financial damage is mitigated.
Happy and healthy employees translates to happy customers and a thriving company. Health, dental, and life insurance benefit plans can help engage and retain your people. We work with the major benefit carriers to put together customized plans for your staff and employees.
Key person insurance
Buy and sell agreement coverage
Business overhead coverage
Disability income replacement
Group health, dental, and life insurance benefits plans
Financial wellness programs
Insured retirement strategies
Premium financing arrangements
Company retirement plans
Business Trusts
Your business is unique & your people are unique, so we don't copy/paste a generic business insurance and retirement strategy for you. We get to know you, your business, and your goals for the future, and you get to know our Team. This collaborative, consultative approach is how our clients receive tailor-made business strategies designed for their success.
You need to take care of
your employees
You need your own
retirement plan
You're busy building your
retained earnings
As a business owner, you are very important to the continued success and operation of your company. Making sure the company is properly protected in case of your injury, sickness, or pre-mature death is critically important.
Important Questions:
What happens if you can’t show up to work tomorrow?
How do the company’s bills get paid?
How do your own bills get paid?
We have solutions that will protect you, if something were to happen. We work with many business owners to ensure their companies and their personal lives don’t get thrown into turmoil if the worst happens.
Think of the most important people in your company.
How much of the day-to-day success depends on them showing up every day healthy and ready to work? What happens if your key rock stars can’t come to work because they are sick or injured?
How many problems does that cause for your company?
We can’t stop your key people from getting sick or hurt, but we can soften the blow to your company by making sure the financial damage is mitigated.
Happy and healthy employees translates to happy customers and a thriving company. Health, dental, and life insurance benefit plans can help engage and retain your people. We work with the major benefit carriers to put together customized plans for your staff and employees.
Key person insurance
Buy and sell agreement coverage
Business overhead coverage
Disability income replacement
Group health, dental, and life insurance benefits plans
Financial wellness programs
Insured retirement strategies
Immediate financing arrangements
Company retirement plans
T. Subotnick ~ San Francisco, CA
Before I met Harry, I felt at a loss regarding how to prepare for retirement,
how to manage my money, and had no specific future plans. He is extremely
knowledgeable and has taught me so much about not only preparing for
retirement, but how to manage money in general. I have a plan in place now
and feel so much more equipped to plan for both the present and for my
retirement. I have already referred two people to him. Harry is kind, patient,
and genuinely cares about my success. I completely trust him and am
looking forward to many more years working with him.
L. Scott ~ Villa Rica, GA
When Harry first contacted me, it was through the government channels with me being a federal worker. His title as a Federal Benefits Specialist, is a simple title for all the complicated things Harry has done for me and my family, as far as financial stability and advancement. I always joke saying he is our financial advisor, broker, lawyer and a host of other names. He has truly been a god send. I trust his advice so much, I have given his name and talked to my other federal colleagues. He doesn't just want to do the actions; he wants you to understand what he is doing and how it affects your life and family's. He checks in on you for any new updates or concerns you might have. I also would like to call him a friend, because he is so invested in your future on a personal level. I would recommend him to any of my family members, and especially my mom and dad for their financial security.
D. Scott ~ Villa Rica, GA
Harry is God sent! He is very knowledgeable, caring, and easy to talk to. He has not only put us on a better path to wealth as we approach retirement, but he has educated us on a variety of financial matters that are priceless. He continues to check in with us to make sure that we are on the right track, and that we are sticking to our goals. We feel like we scored double! We have a Financial Advisor that cares about our future and we have made a very good, life-long friend in the process.
OUR MOTTO
It is our underlying principle to always do what's in the best interest of our business clients. We’re here to support you, give guidance, and provide a road-map for you to follow to ensure a better life for the future of your business.
OUR MOTTO
It is our underlying principle to always do what's in the best interest of our business clients. We’re here to support you, give guidance, and provide a road-map for you to follow to ensure a better life for the future of your business.
Our multi-step process lets us get to know your business and your unique goals. Your goals become our goals. It is our underlying principle to always do what's in the best interest of our business clients. We’re here to support, give guidance, and provide a road-map for you to follow to ensure a better life for the future of your business.
STEP 1
Discovery Meeting (In-Person or Zoom)
We’ll meet (in-person or Zoom) and learn more about your current business situation, business goals, and any concerns you have moving forward. This is an important first meeting as it sets the stage for our ongoing relationship. Our first discovery meeting should take place in a trusted, comfortable environment; usually, our office or your office.
STEP 2
This is where we take your business goals and begin building your very own customized strategy. In one part of building this strategy, we will utilize specialized software that is backed by academia & science to investigate every financial option. In the other part of the strategy, we will develop any needed business insurance plans with pricing. This is to ensure that we are providing you with the best solutions possible based upon the goals of your business.
STEP 3
Now that we’ve crunched the numbers, our second meeting is all about the available options for your business. We will walk you step-by-step through your customized business proposals, which means that you’ll know exactly how each option works to help you achieve the goals for your business. You will have the chance to ask questions, discuss the different solutions to the problems, and confidently choose the best option available for your business.
STEP 4
Once we've considered the best option available to help achieve the goals of your business, we implement! This happens about a week later—after we’ve made any proposal changes and updates based on your feedback. We start the process of executing the strategy to bring your business goals into fruition. Your goals become our goals, so supporting you is our main concern. Going through our process, you will have the confidence and peace of mind knowing the future of your business is a lot more clearer.
We welcome you to A Better Life Financial Group, where we work together to achieve your business goals and help establish your legacy.
At all times throughout this process, our discussions are
100% private and confidential.
We Work For You
Your Goals Become Our Goals.
We work for our clients and have your best interest at heart. We develop customized strategies backed by academia & science to help you achieve the goals of your business.
At all times throughout this process, our discussions are
100% private and confidential.
We Work For You
Your goals become our goals.
We work for our clients and have your best interest at heart. We develop customized strategies backed by academia & science to help you achieve the goals of your business.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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The views and information contained herein have been prepared independently of the presenting Representative/Agent, are presented for informational purposes only, and should not be construed as investment advice.
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