Business By the Book: 30 Minute Lessons in Legacy Building

Description: When a founder, rainmaker, or top clinician is sidelined, revenue, credit lines, and growth plans can wobble. In this episode, Dr. Pamela McNeese breaks down Key Person (Key Man) Insurance, what it is, how much coverage to consider, who owns the policy, and how proceeds can stabilize payroll, debt service, and investor confidence. We’ll also demystify Living Benefits (accelerated benefits you can access for qualifying illnesses or injuries) and how they complement your succession and risk strategy. Perfect for entrepreneurs, nonprofits, and professional practices who want practical steps, not jargon, to protect cash flow and enterprise value.

You’ll be introduced to:

-Benefits of Key Man Insurance

-Demystifying Living Benefits

Who should tune in: founders, executive directors, CFOs/COOs, medical/dental/legal practices, startups seeking bank financing or investor readiness.

Disclaimer: Educational content only, please consult your licensed professional for advice on your specific situation.