Alexandra Morton, is the best insurance agent for your startup!
New York Life has been an insurance industry leader for over 170 years. We have the highest financial strength ratings awarded to any life insurer from all four of the major credit rating agencies.
As a business owner, you’ll want to ensure the legacy you’ve built is protected. By keeping your insurance plans up to date, you’ll be able to sustain your business, plus your income, no matter what comes your way. At this even you will learn how to make sure your business is covered on all sides. Included in our service is:
UNIQUE STARTUP FUNDING
Does your life insurance policy have a cash value? If you're looking for creative ways to fund your startup, it may be a good idea to pull out your insurance policy and read the fine print. As long as you've owned the policy for at least three years, you may be able to borrow against its cash value. Cash-value life insurance, such as whole life and universal life, builds reserves through excess premiums plus earnings. These deposits are held in a cash-accumulation account within the policy.
Big benefits don’t have to mean huge costs to your business. Employees can opt into their own paid benefit options that provide valuable financial protection at little or no cost to your company.
You can invest in your employees with group disability, life, and accidental death and dismemberment protection. We’ll help you design a plan that fits the needs of your workforce—and your budget.
KEY PERSON LIFE INSURANCE
Key person life insurance reimburses the business for loss of services in the event of a death or buy-out.
BUSINESS SUCCESSION OR BUY-SELL AGREEMENTS
It’s a good idea to plan for what will happen to your business, and who will run it, should anything happen to you. Insurance can be used to help cover these situations, which often involve shareholder buyouts.
I served as CEO of the award winning company NPO Global LLC. I helped clients achieve their philanthropic goals nationally and internationally. In 2011, I helped my client Nepal Sports & Culture Inc. receive recognition from the Embassy of Nepal in Washington, D.C.
I was recognized at the 2014 Impact Showcase held at the United Nations. I have served as a spokesperson for the American Heart Association’s Heart Truth Campaign, and the National Missing and Exploited Children’s Organization.
Additionally I have been a Startup Facilitator with one of the nation’s largest entrepreneurial research nonprofits, the Ewing Marion Kauffman Foundation’s Fasttrac Program at Montgomery College for 4 years.
Now, I help founders and startups create comprehensive benefit plans at New York Life. If you work with me I can help you allocate a great Key Man Insurance policy, fund your Buy/Sell Agreements, and provide group and individual employee benefit options.
Please stop by for consultative session where I can sit down with you and review your business. Due to my focus on early stage companies, I am well versed in identifying important risks and helping my clients prioritize coverages while keeping company budget in mind.