Protect what you've built. From key person coverage to buy-sell agreements and executive benefits — I help business owners build comprehensive protection strategies.
If a key employee — a founder, top salesperson, or technical expert — dies or becomes disabled, it can threaten the entire business. Key person insurance provides a lump sum to help the company recover.
A buy-sell agreement funded by life or critical illness insurance ensures that if a business partner dies or becomes critically ill, the surviving partner(s) can purchase their share at a pre-agreed price.
For incorporated business owners, holding life insurance inside a corporation can be significantly more tax-efficient. Proceeds can flow to shareholders through the capital dividend account (CDA) tax-free.
Every business situation is unique. Call or WhatsApp to schedule a consultation — I'll review your corporate structure and recommend the most efficient protection strategy.
Call, email, or WhatsApp to schedule a free consultation. No pressure, no obligation — I respond the same day.