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Business Succession & Insurance Planning

Every business evolves over time. When it comes time to sell your business or to hand off operations to the next generation of leadership, we can help make these transitions as seamless and profitable as possible.

Our in-house professionals have the experience to help you navigate sensitive changes such as mergers, acquisitions, partnership agreements and succession planning.

Services we offer include:

  • Term and permanent insurance
  • Disability income replacement
  • Key person coverage
  • Buy/sell agreements
  • Individual pension plans
  • Tax-efficient insurance planning