Business Succession Planning

Most successful business owners are great at taking care of their customers, clients, staff, and suppliers.

They are often so busy taking care of everyone else that they neglect to take care of themselves and their family.

Who opens the doors to your business tomorrow if you are not around?

How does your spouse get an income?

What will your banker do?

What have you done to protect your children, in and out of the business?

What about your partners and key staff members?

What about the tax department?

I will crash test your life to make sure you are financially protected no matter what happens.

Please contact us today for your no-obligation consultation. We look forward to helping you and your family.

WEALTHinsurance.com®

WEALTHinsurance developed from 25 years of experience at illnessPROTECTION.com.

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To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.

What Our Clients say

"My company develops technologies that facilitate intelligent, interactive, state-of-the-art communications solutions. Mark Halpern delivers intelligent, state-of-the-art insurance solutions for me and family. I recommend him highly."
Mark Cohen
President
TouchLogic Corporation

"Arranging my insurance needs with Mark Halpern was like dealing with a trusted friend instead of an insurance agent. Mark patiently sat with me on numerous occasions to explain the various options available and the benefits and drawbacks of the numerous insurance products for purchase. I felt as if I obtained an education as to the importance of not just buying insurance, but purchasing the proper type of insurance for my particular situation. Mark is not simply knowledgeable about what is available in the marketplace, but is genuinely concerned that each of his clients obtains adequate coverage in case of a crisis. No one wants to think about such a tragedy occurring to them, but I feel much more confident and comfortable discussing this possibility, knowing that in case of a medical emergency or my premature death, my family's financial needs will be taken care of in my absence. I would not have this sense of security without meeting with Mark. After my experience as his client, I now consider having the proper amount of insurance in place as a necessary and important component of estate planning."
Mark Greenstein
Lawyer
Krol & Krol

"Until recently I had no personal insurance whatsoever, and no idea on how to get the right coverage. Before I met Mark, I didn't even know what I didn't know. Mark sat me down and took the time to put together a customized plan that protects me and my family. He suggested some estate planning and tax advantaged strategies and then introduced me to the financial, legal, and tax experts who have all proven to be some of the smartest people in their respective fields. I look forward to doing a lot of business with Mark for years to come."
Tyler Lang
Vice President
HDL Capital Corporation