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 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? THOR