Business Insurance Planning

Business Succession Planning

Working together with your accountant and lawyer, we can help you set out a plan to pass on your business effectively and efficiently.

Business Overhead

Should a business owner be unable to work due to injury or illness, coverage will pay fixed business costs, and help alleviate stress.

Key Person Insurance

We can establish coverage for the cost of replacement and training of an appropriate recruit, in the case of the loss of a key employee.

Employee Benefit Program

We will arrange a benefits package specific to the needs of your company, which could include life insurance, disability insurance, health, dental and/or vision coverage and a group savings plan.

Buy/Sell Funding

We can evaluate a plan for partnerships or multi-shareholder companies if one of the owners dies or becomes permanently disabled. The plan will deal fairly with the remaining shareholders and the family of the deceased shareholder. More