Good Planning Is Imperative!

Here are several important questions all business owners should ask themselves:

• Should we insure our business?
• How will we fund our shareholders agreement?
• How do we minimize the tax consequences?
• How will the business and/or shareholders cover capital gains tax liabilities?
• What would happen to the business with the loss of a key employee?
• How can we effectively manage business investment income taxes?
• Are owners’ and executives’ finances at risk from a personal disability or illness?

Six Success Strategies For Professionals & Business Owners

1. Welcome
2. Good Planning Is Imperative!

Insurance Solutions Group Insurance Benefit Plans What Can We Do For You? Disability Coverage For Professionals And Executives Business Loan Protection Funding Your Buy-Sell Agreement Key Person Protection Critical Illness Coverage For Professionals & Executives Covering Capital Gains Tax Liabilities A Tax-Exempt Life What’s Most Important?