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FOR BUSINESS OWNERS Business owner services to support and protect you

You’ve done so much to build your business, but no one can do it all. Our agents work with your team to create the best solutions for you and your business. We can also consult our own team of advanced planning professionals.1

What we offer through business owner services

We have experience working with a wide range of businesses, advising owners like you professionally and personally, and supporting your workforce as well.

Personal guidance

We offer multiple pillars of financial service and protection that can help you in both your business and your personal life

Ongoing support

We’ll be there for you when you need advice or solutions, and we’ll do the same for your employees when they need it

You in control

Our recommendations are always based on your business strategy, concerns, and goals (both professional and personal)

Many ways to support you and your business

Business owner life insurance

Individual policies that help replace your income and cover business-related debts if you die and provide a source of cash for your business

Business owner disability insurance

Helps to replace your income if you’re sick or injured while also covering overhead costs to help keep your business running

Business owner retirement planning

A personal combination of investmentsannuities, and life insurance strategies to help you retire when you’re ready

Key person policy

A specific type of life insurance owned by your business that covers you or other critical employees to help keep the business afloat and cover the costs of replacing someone

Business owner succession planning

Arrangements such as a buy-sell agreement, funded by life insurance, help a business partner buy your part of the business if you die, with proceeds going to your heirs

Common questions about business owner services

Learn more about business owner life insurance and other services

How could a business owner policy work with your other coverage?

Talk to an agent for guidance on your personal situation

This helps us understand your immediate needs.

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1Neither New York Life Insurance Company nor its agents or employees provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular situation before implementing any strategies.