The Importance of a Buy Sell Agreement

Having a buy sell agreement is important business partners. A buy-sell agreement should outline the contingencies for different outcomes, trigger events and  be put in place to protect you. Often Buy-sell arrangements are also insured.

What are the trigger events for a buy-sell agreement?

  • Disability
  • Conflict
  • Debt
  • Retirement
  • Death

Contact us for a complimentary review.

Accessing Corporate Earnings

Accessing retained earnings in a tax efficient manner can be challenging, we identify several methods to gain access to your earnings.

Vitality

In the 1940’s, insurance companies realized women live longer than men, hence the introduction of gender specific rates. In the 1980’s, the same industry found that non-smokers lived longer than smokers, therefore the introduction of smoker rates. Now for the first time in Canada a policyholder holds the power in their hands (and on their wrist) to control their insurance premiums. Sabre Strategic Partners is proud to partner with Manulife in their very exciting launch of Manulife Vitality. See the video or connect with our team for more.

Life Insurance Opportunities

Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

Sit down with us to do a review prior to the changes coming into affect.

Exempt Test Legislation

Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

Sit down with us to do a review prior to the changes coming into affect.