Advising Clients since 1980
Business Insurance
Unlike personal insurance, is acquired for the purpose of covering (in whole or in part) expenses that businesses may incur related it continuing and providing for heirs after accident, injury or death to a key employee or for the benefits associated with lower insurance rates ( a form of quantity discount) by providing a variety of coverages to employees. Better yet, these costs may be tax deductible to an employer.
Types of Business Insurance
The types of insurance purchased for needs resulting from accident, injury or death to a key employee include, but are not limited to, the following clickable links:
Shoreline’s Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.
For more information:
If you’d like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.
This page is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to view a specific link or in the left margin of each page to explore a specific wealth management topic.
Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.
The information contained in this web site is neither an offer nor solicitation of any security or service.
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