One of our skilled and accredited Financial Planners will conduct an in depth Financial Needs Analysis for your business at
your convenience. Businesses are at risk in the event of a Death or Disability of one of the Directors/Shareholders or Key
Individuals within the business.

The following Structures will be taken into consideration when conducting the Financial Needs Analysis with our corporate
clients:

Buy & Sell Agreement >>

Key Person Assurance >>

Contingent/Future Liability >>