Month: April 2015

Trauma – are you covered?

In the last 3 years I have helped my clients claim over $2 million from insurance companies for critical illnesses and disabilities. That alone justifies why I do what I do. However, if you haven’t had the experience of a person prepared to listen to your needs followed up with good advice and support then life insurances can remain a big mystery. Last month I introduced the Trauma insurance product and what it could do for you. This month I will share two real life stories which show why Trauma insurance is worth considering. About 12 months ago I received a call from “Brian”, a farmer client who was concerned

Tagged with: , , ,
Top
Buy/Sell Agreement

A buy/sell agreement runs alongside a partnership/shareholders agreement.

It is put in place to protect the partners and shareholders of a business and states that should a partner or shareholder leave the business for any reason the remaining partners/shareholders must buy the exiting partner’s shares for the rightful market value.

×
Buy/Sell Agreement

A Key Person can be an owner, a shareholder, or an employee.

This means that a Key Person can be any one person, that should they be unable to work, would result in a decline in profit and/or value of the business.

×