Share protection

Directors’ or partners’ share agreements involve a commitment by the survivors to purchase the shares of a deceased or disabled shareholder.

No one knows when this situation will arise, however, or whether they will be able to afford the purchase price at that time. Life insurance is the ideal solution. Share agreements may also trigger the same transaction when a shareholder reaches retirement age.

This is more predictable, but still needs to be planned for. Call us today to start the conversation.