Shareholder protection

Shareholder protection options to help remaining owners fund a transfer of shares after a covered event. We can consider share values, ownership agreements and the policy structure needed to support a transfer after a covered event.

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Introduction

Shareholder protection

Shareholder protection can provide funds to support a transfer of ownership after a covered event.

The ownership agreement and insurance need to work together. We can discuss the value of each shareholding, who should receive the proceeds and how the arrangement may operate if an owner dies or suffers a covered illness.

The WLR brands below offer this service. Explore each brand to learn about its team, or contact WLR for an introduction.

Related services

Consider the wider picture

Funding and protection needs can connect. These selected WLR services may be relevant as you plan your next step.

Business protection

Business protection planning for the financial impact of losing an owner, director or key colleague.

Key person insurance

Key person insurance to help a business manage the financial effect of losing a crucial colleague.

Relevant life cover

Relevant life cover for employers seeking a death-in-service benefit for an eligible employee or director.

Talk to WLR about shareholder protection

Tell us what you need and WLR will connect you with a specialist to discuss your circumstances and the options available.

Contact WLR

Resources

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