EXECUTIVE RISK, BUY / SELL
and BUSINESS SUCCESSION

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EXECUTIVE RISK, BUY / SELL and BUSINESS SUCCESSION

Running a business is difficult enough without having to worry about the financial impact on your business if one of your key employees were to die suddenly. Wine Sergi will assist you in the design of a program that will allow you to retain your top talent and prevent them from moving to your competition.

What will you do if your partner suddenly dies leaving their stock to a disinterested party? How do you get this stock back and at what cost? Wine Sergi’s experienced technicians will help you structure a succession program to address these very issues using:

  • Key-Person Life Insurance Planning
  • Executive Bonus Plans
  • Buy/ Sell Agreements and Funding
  • Business Succession Planning

Please contact us to discuss the issues above. We will be happy to offer some advice on how to solve these issues so that you can concentrate on what matters most, your business.

For more information please contact

Geary Axen
P: 630-513-6600 x 5848
F: 630-587-7748
E: gearya@winesergi.com

Wine Sergi Insurance
225 Smith Road
St. Charles, IL 60174

Securities offered through Waterstone Financial Group
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