The sale of a business is a significant life event and can lead to many life insurance opportunities. In this episode, Hemal Balsara, Assistant Vice President, Tax and Estate Planning and Desiree D’Souza, Assistant Vice President, Tax and Estate Planning at Manulife chat about the different approaches to exiting a business and explain why life insurance can be a great tool for optimizing post-sale proceeds.   

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Manulife’s business succession planning tax topic article:

• ENGLISH
• FRENCH

Find more business succession planning resources from Manulife’s Tax, Retirement and Estate Planning Team: 

• ENGLISH
• FRENCH