Running a business is hard. But what’s harder is ensuring the money you earn stays protected and continues working for you.

Here are the most common ways entrepreneurs lose wealth without realizing it:

1. Relying too heavily on volatile investments

Many business owners invest in stocks, mutual funds, or variable products without understanding the downside risk. One bad market year can wipe out a decade of savings.

2. Not having a “Protection First” foundation

Most small businesses operate without:

• Income protection

• Retirement planning

• Succession planning

• Emergency reserves

All things big companies build first.

Indexed Growth

3. Believing growth requires gambling

This is one of the biggest myths in finance.

You can grow wealth without risking it all.

You can beat inflation without betting the farm.

4. Lack of time (and energy) to research financial options

Small Business Owners are stretched thin — family, payroll, operations, taxes, marketing…

Financial planning gets pushed aside.

We get it! But we are here to guide you through the short process- typically 30 to 45 minutes of your time total sets up your financial security for life.

Building a business takes a lot of time and effort. But ask yourself- “If I don’t take the time now to ensure the financial future of my company is insured, and I die, what will happen to it?” Or even better, ask yourself, “If I died yesterday, what would be happening with my company and family now, a year from now, and five years from now?”

5. Paying a “finance guy” monthly or annual fees

You’ll Never Pay Us for Our Services — Ever.

At The Blessed Ohana, we consider our clients as family, and family should never have to pay for guidance they can trust. Our compensation comes directly from the insurance carriers, not from you.

We proudly partner with top-tier, A-rated companies—including F&G, North American, Athene, Nationwide, Corebridge, Mutual of Omaha, and more—to bring you only the strongest and most reliable options available.

When you work with us, you gain more than a policy—you gain a dedicated team committed to protecting your future and helping you build generational wealth.

No fees. No pressure. Just trusted guidance you can count on.

All of those worries and potential losses disappear when you partner with us.

With The Blessed Ohana and The Broker Group in your corner, you gain a team of dedicated professionals focused on protecting your future and guiding you with confidence every step of the way.