COVERAGE FOR HIGH NET WORTH INDIVIDUALS

Erben Associates is a member of M Financial Group, one of
the leading insurance distribution, service and product organizations for High Net Worth Individuals, Executives and Employers.

Exceptional situations call for exceptional insurance solutions.

This is the question every privately-held business owner must face during the life of their company. The hard reality is most business owners simply do not have a written plan that, when executed properly, will maintain the valuation of the company and allow it to thrive upon their exit.

Without a plan, the exit of the owner often leads to reduced valuation, ineffective and expensive inside transfers, or even a fire sale and the sudden closing of a legacy business.

One way to avoid these scenarios is a written, well-designed plan — that’s where our team comes in.

Our partnership with M Financial Group gives us access to exclusive products to meet your needs:

  • Life Insurance

  • Executive Benefits
  • Disability
  • Long-Term Care
  • Disability
  • Retirement Services

Meet Your Insurance Team

BRITTANY WORRELL

COO & Director of
Operations

AUDREY DOUBEK

Client
Experience Manager

Erben Associates has helped hundreds of leaders clarify, plan, and ultimately exit in style through our signature process:
Succession by Design, Not Default™.

INITIAL CONSULTATION

This introductory call is
designed to get to know you
and your goals.

REVIEW MEETING

We review your current position to
identify opportunities for improved
structure & success.

CLEAR NEXT STEPS

We outline your unique roadmap so
you have a planned and well-executed
exit strategy.