Business Owners - Integrated FS

Could you be overlooking a risk that puts your business and/or family in jeopardy?

Every business is different, and every family is different. But the risks that entrepreneurs face are more similar than you might think — and they can threaten what you’ve worked so long and hard to build. Prosperity. Security. A legacy. A brand.

Discover how transferring financial risk from your business to an insurance company can give you peace of mind.

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Buy/Sell Insurance Planning
If your business partner died, how would you buy out their interest in your company? How would you fund this?
Estate Planning
Do you have an estate plan in place? Does it have appropriate tax planning strategies to minimize potential taxes payable?
Key Person Insurance
What would the financial impact to your business be if one of your key executives suffered a critical illness or died prematurely?
Philanthropic Legacies
Is there a charitable organization that you want to leave a legacy to? What would be the most tax-efficient way to do this?

Let’s start a conversation about your business and your wishes, and how we can help you protect them.

Let us guide you through the pros and cons of different strategies for transferring financial risk from your business to an insurance company, and help you decide which solution would best suit your needs and your unique set of circumstances.

Book a Consultation

Mark has provided us with a high level of expertise on some complex life insurance & estate planning since 2005. He is an expert in his field, always exhibiting professionalism and transparency.

Dave & Dave – Zebra Paper Converters

Could you be overlooking a risk that puts your business and/or family in jeopardy?

Let’s start a conversation about your business and your wishes, and how we can help you protect them.

Let’s find your futureTM

Let’s find your future^TM