Specialist Series: Business owner solutions with Chase Brakke

Chase Brakke, CEPA®, DIA, DIF, Vice President of Business Owner Solutions, discusses important business insurance and planning strategies to help mitigate potential risks to your business. He reviews various types of coverage, including general liability, professional liability, cyber insurance, and property insurance. Chase also addresses strategies for helping to protect your business in the event of death or disability, managing employee benefits, and exploring retirement plan options such as 401(k)s and Simple IRAs. The video highlights potential tax benefits under the SECURE 2.0 Act and emphasizes the importance of succession planning for a smooth transition. Watch for valuable insights to help strengthen your business’s long-term stability.
Chapters:
What insurance policies do I need to protect my business?: 00:08
What are my options for retirement plans as a business owner?: 03:24
What are the tax benefits for starting a retirement plan for my employees?: 04:43
How do you get started with other employee benefits?: 06:27
What benefits make the biggest impact on employee retention?: 07:39
I'm considering health insurance for my employees. What options are available?: 08:18
What do I need to have a successful business succession plan?: 10:36