Shareholders Insurance Plans


Build for today while preparing for tomorrow


Shareholder Life Insurance Programs:


We advise our clients on the funding of buy/sell agreements through life insurance.

A life insurance policy can be a flexible and valuable planning tool and help you insure an orderly transfer of ownership interests upon retirement, disability, death or disagreement among shareholders.

Our strategies and plan design facilitate the funding of shareholder buyouts. They apply to single shareholder structures as well as multi shareholder structures.

We offer expert advice on the following:

Shareholder Life Insurance Programs for single or multi shareholder structures

Key Person Insurance

Insurance for payment of estate taxes 

Insurance which can facilitate retirement funding