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What happens when a policy funding a Buy and Sell Agreement does not pay out?

Have you ever considered this scenario? A well-structured buy and sell arrangement, policies in place, valuations in place… and then, a shareholder passes away, and the claim is repudiated. I never considered this, until I was asked a question: “What happens if a shareholder commits suicide?”. I wanted to answer immediately, but then I paused … Full article…

Discovery Financial Planning Summit 2017 | Was it worth it?

Francois attended the Discovery Financial Planning Summit 2017 on Monday 29 May 2017.  He recorded a video, reviewing his experience of the event. Speakers on the day at the Discovery Financial Planning Summit 2017: Adrian Gore – CEO Discovery Isabelle Mateos Y Lago – Chief Multi Asset Strategist – Blackrock Moshe Tamir – Global Head of Digital … Full article…