Corebridge Financial Launches Educational Series to Support Business Owners

Help your small business owner clients plan for the future and protect their employees and financial security.

Published: 07.02.2025

Corebridge Financial, a leading life insurance carrier, has launched an educational video series designed to help business owners identify and plan for long-term challenges that could impact on the stability and continuity of their companies. The series “Business Owners: What Keeps You Up At Night?” focuses on six critical issues that often go unaddressed until it’s too late.

Drawing on the insight that business owners are natural optimists who often avoid thinking about worst-case scenarios, Corebridge uses this initiative to encourage planning for situations that can affect both personal finances and business viability. From the impact of losing a key employee to the question of succession after the unexpected death or retirement of a business partner, the content highlights real concerns with hypothetical, but relatable, examples.

The video explores:

What a business owner would ideally want to happen,
What could happen in the absence of proper planning, and
A practical idea or strategy to consider implementing.

Some of the questions addressed in the series include:

What happens to a sole proprietor’s retirement if their business fails?
How does a business continue after the loss of a key employee?
What financial protections are in place for surviving spouses or partners if a business owner passes away?
How can business partners navigate ownership changes due to death or retirement?

The COVID-19 pandemic served as a central reminder in the presentation of how fragile small businesses can be. By sharing this resource, Corebridge hopes to open the door to meaningful conversations between business owners and their financial professionals.

To view the full video and explore the topics in more detail, visit:
🔗 Watch the Corebridge Financial Video Series for Business Owners

How can you better assist your clients and small business owners?

You work with small business owners. Their businesses and families depend on them. Of course, they need life insurance.

Savoy’s Individual Life Team provides personalized guidance and support to you and your clients for life, key person, disability and long-term care insurance.

To learn more about our solutions through Corebridge and other top regional and national carriers, contact our team today!