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15. One Policy and Multiple Policy Strategies:

 

Alternative Policy Ownership Strategies

15.1 - One Policy Strategy

15.2 - Multiple Policy Strategy

15.3 - Hybrid One Page, Two Policy Strategy

Policy Ownership Calculator

15.4 - Policy Ownership Calculator (Illustrates Multiple Policy Strategy)

Case Studies for Alternative Methods of Policy Ownership

15.5 - Complete Succession One Policy Worksheet (Business Insurance Trust Agreement)

15.6 - Complete Succession Two or Three Policy Worksheet (Hybrid Business Insurance Trust Agreement)

15.7 - Simple Succession Worksheet (Self-Ownership Business Succession Agreement)

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

The One Page Strategy is designed to help you simplify Succession Planning.

It helps you understand your needs, it helps you quantify them, it helps you cost them, and it helps you prioritise them.

See more Adviser Tips

 


Current Marketing Schedule

Current Marketing Schedule

Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.

Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.

Please contact us to arrange an appointment or teleconference.