Protect Everything You’ve Worked So Hard to Achieve.
You work hard to build your business, and provide for your family. Now, you can protect them both with trusted, cost-effective insurance solutions and business succession planning, available at Sandy Spring Wealth Management. And, it’s all backed by, The Difference, our commitment to providing you with the best service and personal attention.
Get the Life Insurance Coverage You Need to Protect Your Business and Your Family.
If you were to die, would your business have difficulty operating without you? Or, if your business is a partnership, would the loss of a partner be a huge financial burden to the business? The insurance professionals at Sandy Spring Wealth Management focus on helping business owners prepare for the unexpected. Sound planning and the right insurance could help keep your business running.
We provide you with unbiased, objective insurance solutions that fit your business and personal needs, backed by a full range of products including: Key Man, Term, Whole, Universal, and Variable Life.
We Can Also Help Ensure Your Business Survives After You Retire
For most business owners, the question of what happens to their business when they’re no longer running it can be overwhelming. Issues, such as who will operate the business, how will ownership be transferred, or whether or not the business should be sold, are complicated, and become even more difficult if it is a family business.
Succession planning seeks to manage these issues, setting up a smooth transition between business founders and the future owners of their business. Planning also allows for business assets to be maximized, estate taxes to be minimized, and can open new opportunities for family business ownership. We’ll work closely with you to make sure your business succession plan is properly supported with the right insurance products for your unique situation.
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Non-Deposit Investment Products: *Not FDIC Insured *No Bank Guarantee * Not a Bank Deposit *Not Insured by any Federal Government Agency *May Lose Value