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

"I heard Mark interviewed on Money Talks radio with Jerry White and was intrigued by the critical illness insurance he specializes in. We set up an appointment in his office and I approached our meeting as a skeptical accountant who doesn't like to be sold insurance. Mark surprised me. He was very thorough and covered all the bases. He looked at my total picture and didn't isolate any parts. He put together a plan for me based on our discussions that would take care of me in my life and he followed up again on each item at subsequent meetings. I purchased a critical illness insurance policy and health benefits and will consider long term care insurance and life insurance with Mark in the New Year. Mark has many strengths. The one that impressed me the most was his ability to recognize my lifestyle as a single woman with no dependants. He designed the right plan to fit. I highly recommend Mark to anyone who requires a truly caring, sincere and professional advisor."
Ms Susan Jackson
Chartered Accountant

"I've known Mark for many years. I recently purchased some insurance through him. It's a pleasure dealing with him: he's forthright, knowledgeable and reliable."
Ted Perlmutter
Lawyer