Business Attorneys & Estate Planning Attorneys!
How can we work together?
✅ Help clients fund their buy-sell agreements
✅ Protect key people their business cannot afford to lose
✅ Give clients a succession plan that actually works
✅ Help clients move onto retainer — because you freed up their cash flow
Let's work together!
Your clients come to you when something important needs protecting.
A business. A partnership. A legacy.
The documents you draft are only as strong as the funding behind them.
A buy-sell agreement without a funded plan is just paper.
A succession plan without key person protection leaves the business exposed.
I help fund what you build.
Together, your clients get both the legal framework AND the financial protection to back it up.
For business attorney clients:
When a partner dies or becomes disabled — who buys out the family?
When a key employee leaves — how does the business survive the transition?
When an owner wants to exit — is the plan actually funded?
I provide the group benefits structure that answers those questions.
For estate planning attorney clients:
When a business owner passes — what happens to the employees who depend on that business?
A properly structured benefits package protects the workforce during transition.
Medical Balance Protection™ shields employees from unexpected medical bills.
Voluntary benefits replace lost income when illness or injury strikes.
The estate plan handles the assets.
I handle the people.
When one of your clients mentions:
Rising benefit costs.
A buy-sell agreement that needs funding.
A key person the business cannot afford to lose.
Ask one simple question:
"Do you offer group health insurance?"
If they say yes — please introduce us.
I am paid by the carrier.
No additional cost to your client.
No additional cost to you.
COMPANY
General Disclaimers/Disclosures to Satisfy the Attorneys/Legal Dept
I am a licensed Insurance Agent in any state I do business in
I am not an attorney, I do not give legal advice but I know some if you need one
I am not an accountant, I do not give tax advice but will direct you to talk to one and have some I can introduce
I am not a doctor, I do not give medical advice but I can help look up doctors in your network
I represent multiple carriers so I have more options for you
I mainly do virtual appointments, I live on top of a mountain in the middle of nowhere (about 45 minute to Crossville...you know, the BIG CITY ;)
And an hour north of Chattanooga TN
Some policies are guaranteed issue, some require underwriting
Your privacy is important to me, if you are referred to me by someone, I might tell them "Thank you for the referral" but will not use your name or discuss our conversation
Not all products are available in all states
We do not offer every plan available in your area. Currently we represent 4 organizations which offer 26 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options
Updated 04/10/2026
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