Wealth Management
Your business interests are a vital part of your asset base. Preserving them is part of securing your financial future. Times can be uncertain, and who knows what lies ahead for your executives. That means that you need to have a plan in place ready to execute, if for whatever reason, they are unable to continue in their role.
We can show you how a buy / sell contract is best funded through life insurance. An agreement like this ensures that funds are immediately available to buy a disabled or deceased partner’s estate out and continue the operation without interruption.
Can you afford not to put plans in place like this? It would certainly be unwise not to. Our many years of industry experience places us in a superb position to identify the optimum implementation plan and perfectly tailor it to your needs.