Shareholder Protection Insurance is an insurance policy taken out by a company or businesses shareholder on their life, for the amount their shares in the business are worth. These policies tend to be taken out by all shareholders within the company, with an agreement that the money from the policy payout is used to buy their shares from their loved ones. Protecting both the company and the shareholder’s loved ones.

How does Shareholder Protection Work?

In the event of a business owner or shareholder dying or being diagnosed with a terminal or specified critical illness, share protection can provide a lump sum to the remaining business owners. This means that in the event of a valid claim being made during the length of the policy, the lump sum could be used to help purchase the deceased partner’s/shareholding director’s/member’s interest in the business.

Why do you need Shareholder Protection?

If a business owner or shareholder dies with no share protection in place his or her share in the business may be passed to their family. Surviving business owners could lose control of a proportion, or in some circumstances, all of the business. The family may choose to become involved in the ongoing running of the business or could even sell their share to a competitor. A share protection policy can help avoid these issues.

If you would like to discuss Shareholder Protection or would like a quote, contact us.

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