Did you know that life insurance is a valuable tool for financing the transfer of a shareholder’s shares upon death?
Regardless of the method used to transfer shares, it will be necessary to finance the transaction without jeopardizing the financial health of the corporation or the surviving shareholders. Subscribing to a life insurance policy is a simple and convenient way to plan the transfer in an efficient way.
Committed to supporting you, the iA Large Case Solutions team created a brochure entitled:
Shareholder Agreement: Life Insurance, a Valuable Tool in the Event of Death
This comprehensive brochure highlights the importance of drawing up a detailed Shareholder Agreement (“Agreement”). Note that the Agreement should be drafted, reviewed and updated periodically, particularly when there is any change in the situation of shareholders or their wishes, as well as when a shareholder leaves or joins a corporation.
Isn’t this a great way to start a discussion with a business-owner client?
The iA Large Case Solutions team at your service
Our team of experts enables you to meet the specific needs of wealthy clients, professionals and business owners.
Contact your regional sales director for personalized guidance from the iA Large Case Solutions team.
