Corporate Insurance Planning
It's the kind of preferential asset you want. Life Insurance that can benefit you or your business now, you in retirement, and your family on your passing. Whether you want to fund a buy-sell agreement, pay-off debts, expand your business or investment portfolio, or retirement plan, there is a corporate insurance strategy that can help!
I can create insurance solutions to ensure you are protected:
I am experienced in the uses of life insurance in a corporate setting for asset protection, wealth management, retirement planning and business succession.
I hold several insurance contracts with Canadian Insurance companies and will use those relationships to find you the most suitable solution to your needs.
Protect Key People
Your business depends on the decisions and skills of key people. Protect your business by protecting them with corporate insurance.
Fund Shareholder Agreements
Use the insurance from the deceased member of the business to fund the shareholder agreement and ensure the business carries on.
Protect Business Loans
Upon the passing of key members of the business, business loans can become an issue. I can provide the insurance to make sure business loans are protected.
Critical Illness Protection
Critical Illness can be the number one concern for entrepreneurs and professionals. We can build a customized plan for critical illness coverage that is cost effective, and that returns you your insurance premiums if you don't end up needing the coverage!
Grow your Assets
Need insurance but prefer to invest your hard earned money into the business or other investments. Why not do both? We have strategies that can cover your insurance need while offering the ability to buy the business assets and investments that you want!
Protect your Business Succession
You've worked hard to build your business. It's time to protect it during business succession with a custom corporate insurance estate plan.