Yaakov Berman 💯 's Linkedin Analytics

Imagine this: you lose your operational partner overnight—someone you never planned to lose—eroding years of sweat equity in a matter of weeks. As a business owner, you’re geared toward action—sales, growth, hiring. The last thing you want is to stall for a ‘what if.’ But those are the threats that can capsize everything you’ve built. That’s why I partner with business leaders like you—across industries (tech, trade services, family practice)—to proactively identify hidden vulnerabilities and design insurance-based safeguards that are both strategic and tax-efficient. Working together over time, we execute a structured process: 1. Map your top vulnerabilities (key person risk, partner transition, retention) 2. Create insurance-based solutions (buy-sell, exec bonus, benefits packages) 3. Implement and review quarterly to adapt as your business evolves Each week, I share real-world case studies on Substack—plain‑spoken, scenario-driven, and full of tactical takeaways. And yes—on a personal level, I’m still deeply committed to families. In 2025, I’m proud to be on track to protect 💯 families with life and disability coverage—while ensuring business owners sleep well knowing their legacy is secure. Ready to talk ‘what if’? Let’s connect.” Subscribe to my Substack: https://substack.com/@yaakovberman?r=v5wid&utm_medium=ios