We Can Help You With


Bold Barrel Financial recognizes the critical role insurance plays in safeguarding your financial future. Whether it’s for your family’s well-being or the protection of your business, we provide a comprehensive suite of insurance solutions designed to offer a robust safety net against unforeseen financial challenges.

Life Insurance

Secure your family’s future with life insurance options that provide financial stability in the event of an untimely death. Tailored policies ensure your loved ones are well cared for.

Health Insurance

Protect yourself and your family from the financial strain of unexpected medical expenses. Our health insurance plans are designed to cover essential health care costs, giving you peace of mind.

Disability Insurance

Ensure you have financial support in case of a disability that prevents you from working. Our disability insurance solutions offer income replacement to help maintain your lifestyle.

Critical Illness Insurance

Get financial protection against the costs associated with life-altering illnesses. Receive a lump sum to help cover expenses during a critical health challenge, allowing you to focus on recovery.

Buy-Sell Agreements

Imagine your business thriving even if a partner passes away. Life insurance can fund a buy-sell agreement, allowing surviving partners to buy out the deceased partner’s share. This ensures a smooth transition, maintains business continuity, and provides financial security for everyone involved.

Key Person Insurance

Losing a key employee can be devastating. Key person insurance helps your business recover financially. In the event of a key person’s death, a life insurance payout can cover recruitment costs, lost revenue, and other expenses, allowing you to focus on moving forward while minimizing disruption.

Retirement Planning

Life insurance can be a powerful tool for employee retirement planning. Employer-sponsored plans funded with life insurance provide key employees with a valuable tax-deferred savings vehicle for their golden years. These plans offer death benefits to beneficiaries while providing tax advantages for both the company and employee. It’s a win-win for everyone!

Executive Benefits

Executive benefits like life insurance show key employees you value their contribution. Split-dollar or executive bonus plans offer financial security for their families and tax advantages for you and them. Attract and retain the best talent by investing in their future.

Estate Planning

Life insurance is a cornerstone of business owner estate planning. Strategically designed policies can provide the cash flow to cover estate taxes and facilitate the smooth transfer of your business to heirs. Minimize tax burdens and ensure your legacy continues to thrive for generations to come.

At Bold Barrel Financial, we’re dedicated to providing you with insurance solutions that protect what matters most. Our personalized approach ensures you have the right coverage to meet your unique needs and goals. Don’t leave your financial future to chance; contact us today to learn how our tailored insurance options can offer you the security and peace of mind you deserve.