Michael was really personable and extremely patient. He worked diligently to get the coverage I was looking for at a reasonable price. We had some setbacks with some providers rating the case higher... ãã£ãšèŠã
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Michael was really personable and extremely patient. He worked diligently to get the coverage I was looking for at a reasonable price. We had some setbacks with some providers rating the case higher... ãã£ãšèŠã
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Michael and Susan are amazing. My mom passed recently and they were able to walk me through every step of the process. Susan went above and beyond making extra calls to the insurance carrier to help... ãã£ãšèŠã
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Excellent in every way! They carefully determined our needs for key person insurance, then found the best options. We were very concerned about finding coverage because of our ages and medical histo... ãã£ãšèŠã
Michael and Susan were fantastic to work with,I couldn't have asked for a better team.Both were extremely knowledgeable,up-front and helpful. Due to my age I needed a specialized life insurance poli... ãã£ãšèŠã
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Trusted by 5,000+ Clients
KeyPersonInsurance.com was established in 2004 with the goal to be the internet authority on everything related to key man insurance, business life and disability insurance, executive benefits, tax strategy solutions, and business succession planning.
Our primary focus since day one has been to educate business owners on the various risk management strategies and how to protect their company against the loss of one of their top people. Our site covers everything any business owner or CFO needs to know about business life and disability insuranceâfrom key person insurance and key man life insurance to business succession planning, tax-advantaged strategies, and corporate taxation.
We specialize in helping companies implement tax strategy solutions that maximize the benefits of key man insurance policies while minimizing tax liabilities. Our expertise includes:
We provide critical information in easily understandable language, demystifying complex insurance and tax strategy concepts. Whether you are at the early "investigative stages" or are actively shopping to buy a key man insurance policy, we aim to be your top resource for protecting your business's most valuable assetâyour key people.
Trusted by over 5,000 clients nationwide for key person insurance solutions and tax-efficient business planning strategies.
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Michael Gray has been very easy to work with, he listens, gives us options and works with us for best outcomes. We've been with Michael Gray for may years
My husband got a policy and it was easy and seamless. The communication was always quick and informative.
We as a family feel so much better knowing if the worst happened we are covered.

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We have worked with Michael Gray for several years. As we transition to the next phase we are confident in his expertise to choose the best for us. Michael is professional and listens to what we need. His guidance in choices is spot on.

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In addition to providing us the Key Personnel Insurance we require for the company, MEG Financial provided seamless coordination and assistance with the SBA, while we were acquiring our main operational facility this summer. They have been a valuable insurance partner since 2021.
I have medical issues, and I had difficulty obtaining Life Insurance. Happily, Meg Financial not only was able to get me Life Insurance approved but at a very reasonable rate. Based on that I purchased additional policies for my spouse. Yearly, Meg Financial contacts me to assure that I and my spouse are well. Recently I contacted Meg Financial concerning my wife's policy concerning beneficiary questions. Even though this policy was purchased over ten years ago, Michael spent the necessary time to assure that my wife's policy concerns were satisfied properly.

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Working alongside to solve any issues on the way and getting me the best product
Michael and Susan worked diligently to support the process of obtaining key man insurance. Through frustrating communications with an insurance company, they communicated multiple times on our behalf. It was evident that they support their clients through rough patches and smooth sailing. They became " phone friends" and we very much appreciate all their efforts on our behalf. Well done, Michael and Susan!

Keypersoninsurance.com ããã®åç
Quick to answer the phone and respond with information
Susan and Michael were fantastic â they gave me the best rate and had my policy ready within just a few weeks.

Keypersoninsurance.com ããã®åç
Susan and Michael were fantastic! We were urgently in need of life insurance to close on an SBA loan with a very tight timeline, and they were able to help me immediately secure a policy. Could not recommend more.

Keypersoninsurance.com ããã®åç
I find it disappointing that you don't have an auto pay option in this day and age.

Keypersoninsurance.com ããã®åç

Keypersoninsurance.com ããã®åç
Michael and Susan were fantastic to work with,I couldn't have asked for a better team.Both were extremely knowledgeable,up-front and helpful. Due to my age I needed a specialized life insurance policy to complete my purchase of a business.Their expertise guided me through all the twist and turns to obtain the needed policy.I highly recommend Keypersoninsurance.com (MEG Financial) for all of your insurance needs

Keypersoninsurance.com ããã®åç
I've been doing business with Michael Gray, Jr. for 13 years. He is professional and MEG Financial is awesome. Over the years, Michael has consistently demonstrated expertise and dedication in handling my insurance needs. His approachable demeanor and clear communication make complex financial decisions feel manageable. MEG Financial, under his guidance, provides top-notch service, always prioritizing client satisfaction. I highly recommend Michael and his team for anyone seeking reliable and professional financial services.

Keypersoninsurance.com ããã®åç
Micheal Gray made it quick and easy !
Highly recommended

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