When a founding owner desires to retire within 10 or 15 years, Succession Planning may be necessary today.
We can help you plan to sell, or to pass the company on to the children or another key-person successor while reducing capital gains taxation.
Key business leaders can assure that they are covered with both disability insurance to replace income, and life insurance to meet capital needs and cover liabilities such as company debt. With proper planning, insurance allows you to hire another key leader in the event of a disability, critical illness, or death for the short or long term.
Where ownership is involved, buy-sell agreements backed by life and disability insurance are essential for fair transitions when an important individual's shares need to be redeemed. We specialize in helping your business protect its future.
Utley Financial Group is a proud member of:
Representing Freedom 55 Financial, a division of London Life Insurance Company
3 William St Unit #3
Chatham ON N7M 6B3
Phone: (519) 397-5000
Fax: (519) 397-1432
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