In today’s fast-paced world small and medium sized businesses rely on partners to drive the business, run the operations, adapt to changing markets and develop new products and services. What happens if a key contributor dies or is incapacitated? How does the company survive?   How do the families replace lost income? What happens to the deceased share of the business? How do the remaining partners run the business?

With over 40 years of financial experience, Morton Insurance works with ownership to establish a financial safety net using life, disability and Long Term Care insurance. We work with accountants to value the business, and we work with attorneys to establish documentation for an agreed plan in the event key management is lost to the business.

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Please use the contact form below to request pricing and be sure to be as detailed as you can. We will be in touch!

    *Birthday is important because life insurance illustrations look 6 months forward to the next birthday when they calculate premiums.