Succession Planning

We use special disability insurance or life insurance policies to fund buy-sell agreements in the event of the death or disability of one or more business partners. Having such an agreement in place can provide the company with additional liquidity to redeem the disabled or deceased partners ownership share while also providing his/her family with a benefit amount from the sale of the shares.

We can also use insurance to cover other key-members of your company, so that the business receives a cash injection upon the death or disablement of one of those key-members.