You Can’t Predict the Future but You Can Plan For It

Protect What Matters Most

Like everyone you need to protect yourself and your family against the financial
impact of serious illness or death. However, as a business owner your protection
needs are different. Your business will provide some financial security, however you
probably aren’t entitled to employee benefits. In addition, the future earnings of the
business are dependent on others.

As a business owner you need to consider what would happen to your share of the
business if you died prematurely and the financial impact that could have on your
family. You also need to consider what would happen to the business if a co-owner
died prematurely.

What Would Happen to Your Family if You Died Prematurely?

  • Would they take over your share of the business?
  • Would the remaining shareholders have the funds needed to buy your
    share back from your family?
  • Has this plan been formalised?

What Would Happen to Your Business if a Co-Owner Died Prematurely?

  • Would you maintain control of the business?
  • Do you have the funds to buy back their share of the business from their
    family?
  • Has this plan been formalised?

Business Protection Gives You Real Peace of Mind

Keystone deals with all the major life insurers & has access to the best packages on
the market. Your plan can be used to:

  • Provide the funds needed to buy out a partner’s share of the business.
  • Ensure your family gets a fair price.
  • Ensure a business partner retains ownership and control.
  • Avoid the need for personal loans to be taken out.
  • Provide a formal plan of what should happen.

You Can’t Predict the Future but You Can Plan For It

Why Keystone?

  • We Believe Peace of Mind is Priceless
  • Everything We Do is in the Pursuit of Peace of Mind for Our Clients
  • Comprehensive & Complementary Financial Review
  • Complementary Last Will & Testament Template & Guide
  • No Hard Sell
  • Everything Tailored to Your Exact Requirements
  • Access to All the Major Insurers
  • Secure, Respected & Well-Established Insurance Brokers
  • Fast, Professional Service
  • Friendly & Experienced Staff

Call our financial advisors directly on 042-9320600 to discuss your needs.

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