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A CONVERSATION FOR YOUR LINE OF WORK
Find your business type.
Choose an industry to see business examples, useful details to prepare and a question to bring to your advisor. If your business is not listed, call us to discuss what you do.
A listed business type does not guarantee eligibility or coverage. Available options vary by carrier, state, business details and underwriting.
Search the industry names and business examples. Your search stays on this page.
Technology & life science
Business examples
- Custom computer programming
- Software and internet design
- Website design
- System integrators
- Internet service providers
- Biotechnology research labs
- Medical device manufacturers and distributors
- IT staffing, including temporary IT staffing
- Computer data processing
Bring to the conversation
- Describe your services, products and the clients you serve.
- Bring contract requirements and an overview of any equipment or client data you handle.
A question to ask
What should we review when my services, products or client contracts change?
Business & personal services
Business examples
- Beauty shops
- Churches
- Business consultants
- Photographers
- Management consultants
- Travel agents
- Museums
- Art galleries
- Advertising agencies
- Funeral services and crematories
- Graphic designers
- Mailing services
Bring to the conversation
- Describe the services you provide and where you work with clients.
- List your premises, equipment, staff and any events or travel connected to your work.
A question to ask
What details about my services and client activities should we review together?
Wholesale
Business examples
- Florist distributors
- Gift distributors
- Floor covering distributors
- Sporting goods distributors
- Electrical supplies distributors
- Hardware distributors
- Auto parts and supplies distributors
- Clothing distributors
- Electrical equipment distributors
- Janitorial supplies distributors
Bring to the conversation
- List the products you distribute, storage locations and delivery arrangements.
- Bring inventory details, supplier requirements and information about business vehicles.
A question to ask
What should I mention about changes in inventory, suppliers or delivery operations?
Professional services
Business examples
- Accountants
- Legal services
- Architects
- Engineers
- Medical doctors
- Chiropractors
- Dentists
- Optometrists
- Land surveyors
- Acupuncturists
- Speech therapists
- Dental labs
- Veterinarians
- Podiatrists
Bring to the conversation
- Describe your professional services and the kinds of clients you serve.
- Bring office, equipment, staffing and contract information relevant to your practice.
A question to ask
Which questions about my services and business operations should we discuss separately?
Retail
Business examples
- Candy stores
- Jewelry stores
- Book stores
- Florists
- Liquor stores
- Gift and novelty stores
- Women’s clothing stores
- Stationery stores
- Hardware stores
- Shoe stores
- Furniture stores
- Garden stores
- Floor covering stores
- Musical instrument stores
Bring to the conversation
- Describe your store, the products you sell and any online sales or deliveries.
- Gather inventory, fixtures, equipment and leased-space information.
A question to ask
What should we review before a new location, product line or seasonal inventory change?
Restaurants & food businesses
Business examples
- Full-service restaurants
- Delis
- Caterers
- Coffee shops
- Ice cream shops
- Yogurt shops
- Fine dining restaurants
- Bakeries
- Fast food restaurants
Bring to the conversation
- Describe your food service, hours, seating and any catering or delivery activities.
- List kitchen equipment, locations, staff and business vehicles, if any.
A question to ask
Which changes in food service, events or delivery should I bring to my advisor?
Manufacturing
Business examples
- Metal manufacturing
- Sheet metal
- Sign manufacturing
- Fastener and button manufacturing
- Screw machine products
- Bolt, nut and rivet manufacturing
Bring to the conversation
- Describe the products you make, production processes and where products are sold.
- Gather details about equipment, materials, premises and employee activities.
A question to ask
What should we review before changing products, machinery or production activities?
Construction & trade services
Business examples
- Electricians
- Floor laying and floor work
- Lawn care
- Landscapers
- Janitors
- Fence installation
- Glass work
- Cable and home theater installation
Bring to the conversation
- Describe your trades, typical projects and the locations where you work.
- Bring contract or certificate requirements and a list of tools, equipment, vehicles and employee roles.
A question to ask
What project, subcontractor or work activity changes should I discuss before the next job?
Real estate
Business examples
- Office buildings
- LROs
- Real estate agents
- Title search offices
- Commercial condominium associations
- Residential condominium associations and apartments
Bring to the conversation
- Describe each property, its ownership, occupancy and use.
- Bring building details, lease requirements and planned renovation or vacancy information.
A question to ask
What should we review when tenants, occupancy or property use change?
Financial services
Business examples
- Trust companies
- Financial planners
- Mortgage bankers
- Investment companies
- Banks
- Credit unions
- Stock brokers
- Insurance agents
Bring to the conversation
- Describe the services you provide, your premises and the way you work with clients.
- Bring staffing, business equipment and relevant contract or professional requirements.
A question to ask
Which questions about my professional activities and office operations should we review?
Printing & publishing
Business examples
- Mail catalog order houses
- Publishers
- Newspapers
- Photocopying and duplicating services
- Printing and book binding
- Lithographic services
Bring to the conversation
- Describe your printing or publishing services and the materials you produce.
- List production equipment, stock, locations, delivery activities and employee roles.
A question to ask
What should I mention when adding equipment, services or distribution arrangements?
Auto services
Business examples
- Auto glass replacement
- Sound and communication equipment installation and repair
- Oil change and lubrication services
- General auto repair
- Body repair and collision shops
- Retail tire dealers
Bring to the conversation
- Describe the repair, installation or maintenance work you perform.
- Bring premises, equipment, employee and customer vehicle handling information.
A question to ask
What should we review when my services or customer vehicle handling arrangements change?
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