The Toolbox

Resources & tools to help you prepare for client meetings and conversations.

🧮 Business Valuation Calculator

Help clients understand how much coverage they really need with this quick and easy tool. 👉 Calculate Now

📘 It's All About The Business

Explore up to 20 business planning strategies 👉 Review Resources

✅ Multi-Life Business Case Study

See how a business can leverage Multi-Life insurance to protect teams and strengthen employee benefits. 👉 Review Case Study

📊 Buy-Sell Questionnaire

Use this questionnaire to guide and document key considerations during buy-sell transactions. 👉 Review Questionnaire

📅 Business Owner Concerns Guide

Identify and address key concerns affecting business owners at every stage of growth. 👉 Review Guide