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Planning & Perpetuation

We know what you’re thinking; “What does this have to do with insurance”. We’re not just about insurance. We are about success solutions. You want to grow and succeed and we want to be part of that. We have gathered a lot of resources and services from Keystone, our partners, and our experience. We adding to this section all the time, and we invite your input. We’re all in this together.

Define Your Adventure

Key Person Retention & Recruitment Planning

Your Problem

The Preferred Solution

Strategic Planning

Your Problem

The Preferred Solution

Disaster Planning

Your Problem

The Preferred Solution

Individual Retirement Planning

Your Problem

The Preferred Solution

Estate Planning
  • Your Problem

    The Preferred Solution

     

The CORE Of What We Do!

  • Innovative Core Business Success Assessment.
  • Risk Assessment & Management.
  • Contract, Lease & Hold Harmless reviews.
  • Keystone Industry specific plans and markets.
  • Keystone Risk Management expertise if needed.
  • Keystone Expert Accident & Claim Investigation.
  • Environmental Engineering & Pollution Programs
  • Fee or Commission Based - Your Choice

Below are Additional Services Available Based on Core Business Adventure Guidance:

sales-and-marketing-iconEmployee Benefits

Attracting & Keeping Your Team

business-plan-iconPlanning & Perpetuation

Define Your Adventure

teamwork-iconGrowth & Training

Train For Your Adventure.

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Business Planning – How To Choose Your Actions

OK, if you've done a good job so far, this is where business planning meets action. It's time to launch! 20% of your work will give you 80% of your results so due the right 20%! Look at your first year goals and for each one, define the actions that will need to be...

Business Planning – How To Write Your Goals

Big, small, long-term, urgent. For each Broad Attack Category, first answer, "What absolutely must happen this year?"  Then, for each B.A.C. ask yourself, "What is halfway between here, and the 5 year dream?" Now you have the 3 year goals. Take the time to clearly...

Business Planning -How To Choose Your Broad Attack Categories

You’ll need to divide what you do up a little so you can get the help you need. People usually like and excel in certain areas so divide your business goals up. Use broad areas that go together like: Financials, Sales, Manufacturing, Team Building… Return To Business...

Business Planning – Write Your 5 Years From Now Dream

It's good to dream and 5 years gives you some time. What would awesome look like? - Look at S.W.O.T. and then imagine 5 years from now but don't settle for anything short of awesome. Think In Terms Like - Win! and Champions! and Super!  Those words aren't the words of...

Business Planning – S.W.O.T. Plus Analysis

It really is worth it, but you need to keep it real. Strengths – What are our 3 biggest strengths? Weakness – What are our 3 biggest weaknesses? Opportunities – What are the 3 biggest opportunities we can succeed with in the next 6 months? Threats – What three things...

Business Planning – Decide Who Gets To Decide & How

Make up your mind who gets to have input, and who gets to decide. It may sound simple, but it isn't often. In some organizations they vote on everything. That isn't leadership at all, that is a recipe for disaster. We are talking about writing plans and statements...

Business Planning – An Outline For Getting Started

Everyone says having a plan is so important, but so many don’t have a clue where to begin and how to go about it. My plan here is to create a simple outline of the whole process, and then link to the detailed articles about each step. You don’t need to follow each step in order necessarily, but that usually works best. Also, remember this is just a guide. Don’t be afraid to do something special that fits your style, industry or needs.

My Preferred Business Idea Evaluation Tool

  "What the ____ is a Business Idea Evaluation Tool?" It's a big name for a simple, easy to use tool, that can really clear you mind. Almost sounds too good to be true as I write it but I know it's not because I've been using it for some time now. It flat out works. I...

Business Planning – Disaster Recovery and Business Continuity

Why does your need a business continuity plan (sometimes called a business disaster plan)? There are a lot of statistics out there, and frankly, I'm not sure if they are all true or not, but it is not good. Travelers Insurance estimates that 25% of businesses that...

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Business Planning – How To Choose Your Actions

OK, if you've done a good job so far, this is where business planning meets action. It's time to launch! 20% of your work will give you 80% of your results so due the right 20%! Look at your first year goals and for each one, define the actions that will need to be...

Business Planning – How To Write Your Goals

Big, small, long-term, urgent. For each Broad Attack Category, first answer, "What absolutely must happen this year?"  Then, for each B.A.C. ask yourself, "What is halfway between here, and the 5 year dream?" Now you have the 3 year goals. Take the time to clearly...

Business Planning – Write Your 5 Years From Now Dream

It's good to dream and 5 years gives you some time. What would awesome look like? - Look at S.W.O.T. and then imagine 5 years from now but don't settle for anything short of awesome. Think In Terms Like - Win! and Champions! and Super!  Those words aren't the words of...

Business Planning – S.W.O.T. Plus Analysis

It really is worth it, but you need to keep it real. Strengths – What are our 3 biggest strengths? Weakness – What are our 3 biggest weaknesses? Opportunities – What are the 3 biggest opportunities we can succeed with in the next 6 months? Threats – What three things...

Business Planning – Decide Who Gets To Decide & How

Make up your mind who gets to have input, and who gets to decide. It may sound simple, but it isn't often. In some organizations they vote on everything. That isn't leadership at all, that is a recipe for disaster. We are talking about writing plans and statements...

Business Planning – How To Write A Culture Statement

Business planning needs to start somewhere, and I think it should start with writing a culture description.  I debated between writing a Mission Statement or a Culture Statement. I chose to start with the Culture Statement because it is a statement about "who" your...