Business and Key Person Insurance

Do you want to protect your company by taking out business and key person insurance? Here at Perler Wealth, we are on hand to advise you in the best way possible for your insurance solutions. We are wealth management experts that will guide you in the right direction. To find out more information about your insurance options, give us a call on 604 468 0888.

Life Insurance for the Key Executive in Your Business

There are many types of insurance that can act as a protection to individuals, but it is also worth taking out business insurance. This option is certainly worth considering if you are involved in any company, regardless of its size. Most successful businesses have key individuals at the top of the chain, pulling the strings and overseeing operations.

Without these executives, your company could struggle, which is why it is important to have business and key person insurance. This particular policy will be purchased by a company on the life of a key executive in the business. In the event of their death, which will negatively impact the running of the business, the company will be the beneficiary.

Having this form of life insurance in place will help the operations of any company from a financial aspect. Losing such a key figure could affect revenue and plans moving forward, which is why it is vital to have this form of protection. Bear in mind that it is the company’s responsibility to pay the insurance policy premiums.

We have plenty of insurance solutions that we explain to our clients in order to help them make the best decisions moving forward. Business insurance is particularly important for smaller-sized companies as the owner or executive is the most important figure. If they unexpectedly die, then it could result in the company crashing. Rest assured that our experts will talk you through all of the possibilities.

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    Insurance is Vital to Your Financial Planning Process

    When you turn to our wealth management experts at Perler Wealth, we will discuss all matter of financial aspects to put you in a positive position. When it comes to business and key person insurance, it will give you peace of mind during the day-to-day functioning of your company. We also advise our clients on the following:

    • Life Insurance
    • Critical Illness Insurance
    • Disability Insurance
    • Reasons for taking out insurance

    Not only will our experts discuss, in detail, business insurance and other options, we also provide a full overview. From investment management and tax planning to retirement and estate planning, our team at Perler Wealth have it covered. We will tailor a financial plan that suits your situation and protects your family and/or business.

    Business and Key Person Insurance

    Why we are your Best Option for Business and Key Person Insurance Advice

    Perler Wealth has grown significantly over the years due to the expertise possessed by the chief executive and co-founder Harry Perler. His 25 years of experience in the financial industry has helped our company become the go-to option for many clients looking to manage their wealth. Financial planner David Olejnik works alongside Harry as another key advisor in our group.

    We stand out above our competitors as we take a keen interest in our clients and their financial goals. For those of you looking for advice on business and key person insurance, or ways in which to plan for your retirement, we can help. Each client is treated as an individual, with our packages being tailored to their specific needs and requirements.

    You can put your full trust in us as our commitment to you is unrivalled. We will advise you in the best way possible, explaining a variety of solutions in detail, including business and key person insurance. Everything you say to us will be kept confidential, and we work with a range of clients; from young investors to business owners.

    Contact Us Today

    If you would like to arrange a meeting to talk about business and key person insurance or any other services that we provide, do not hesitate to get in touch. You can speak to the Perler Wealth team by calling 604 468 0888. Alternatively, contact us by filling in our online form.