Risk Management

Let Us “Sweat the Small Stuff”

Commercial Insurance
Are you adequately protected?

It’s a New World - has your company’s insurance protection kept pace? We can help! In addition to offering the standard products - Auto, Workers Compensation, Property and General Liability - the experienced agents at WorkLife Financial can:
• Review your policies
• Analyze your exposures
• Offer new products for today’s risks:
          1. All forms of Errors & Omissions Coverage, including Tech E & O
          2. All forms of Management (D&O/ Fiduciary/ Employment Practices Liability)
          3. Client/Customer Identity Theft Protection


Business Liability & Continuation
Are you prepared for the unexpected?   You’ve worked too hard not to be.

Continuation
• Buy/Sell Agreements
• Family Limited Partnership
• Employee Stock Ownership Plan
• Business Overhead Expense Planner
• Exit Strategy Planning
• Prepaid Legal Services


Hosting & IT Services
Do your systems support your policies and protect you?

Information Technology has become a critical tool in business operations and even more critical in compliance management.

Is your IT infrastructure an asset or liability?


We can help with:
• Disaster Recovery
• Off-site backup
• Compliance monitoring
• Security audits
• Hosted services