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

"When it comes to insurance, for you or your business, Mark Halpern is the first and last person to call. He's looked after insurance matters for me and my family members in a professional and caring way for many years and hopefully for many more years to come. He is a real professional. "
Mark Zimmerman
President
Promovision Marketing

"I responded to Mark's radio advertising on 680News, and he made it all so easy for me. He showed up on time, his cell phone never rang in our meetings and he returned my calls promptly. There was no hard sales push and he didn't sell me something that I didn't need. That's refreshing because we are all tired of being pushed to buy things that aren't necessary for us. I would recommend Mark Halpern to any busy and successful person who needs a high level professional and personal touch."
Dale Asser
Shorthorn Cattle Breeder
Hillhaven Farm

"Mark has been our Insurance and Financial Advisor for fifteen years. We trust him implicitly to always find us the best solutions to meet our changing needs. What is truly amazing is that even after all this time, Mark still maintains the same incredible, personalized service he provided from the outset. Mark, you're the best in the business!"
Lee Rand
President
Rand Research Corporation

"I've had my share of challenges dealing with insurance companies and different insurance advisors. You came highly recommended and were highly responsive to help us when others were not. Your advice was sincere and recognized our personal circumstances. Your professional advice, knowledge and connections to the key decision makers in the insurance industry, were invaluable in our efforts to get the type of insurance we wanted. We look forward to a long-lasting business relationship."
Lawrence Tepperman

VP Client Solutions
Exchange Solutions Inc.