Planning & Benefits

Buy-Sell Funding | Partnership Agreements

Integris Financial Planning Services Ltd. is a wholly-owned subsidiary of Integris Credit Union.

Whether you own a business, or you are in a partnership and have joint interests in a business, having a plan for the future is always a good idea. Buy-sell funding can help prevent any misunderstandings and potential disagreements.

Circumstances in which buy-sell funding and partnership agreements could help with include:

  • Retirement
  • Disability,
  • Bankruptcy,
  • Marriage breakdown,
  • Death
  • Buying and selling of a company, and more.

If you suffer a loss of life or sustain a prolonged disability, then the life of your company will be left hanging in the balance. Having a buy-sell funding agreement will allow your business to be dealt with in the way that you want as set out in the agreement.

Speak with an Integris Financial Planning Representative today or book an appointment for more information about buy-sell funding and partnership agreements.

Integris Financial Planning Services Ltd. is a wholly-owned subsidiary of Integris Credit Union.