Private businesses should always have some form of insurance coverage to help facilitate the sale and purchase of shares upon the death or permanent disability of a director/shareholder.

The Covisory Policy Trustees team work with insurance brokers to set up buy/sell agreements and provide trustee services to deploy the insurance proceeds as per the provisions of the deed of trust.

If you are interested in Insurance Trust Services, we would welcome your call. Please Contact Us to discuss how we can help you.

Download the Covisory Policy Trustees Fee Schedule