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How To Ensure Your Financial Security When Developing Buy-Sell Agreements.

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Our next presentation of the “The MSP Show” on “Blog Talk Radio will be a very interesting one you won’t want to miss.  Learn about creating rock-solid Partnership Agreements, including buying, selling and shotgun clauses, from Bryce Medd of The Wealthy Tortoise Financial Group.  

You’ll Learn About:

  • Why you need an insurance advisor to read your shareholder agreements.
  • Common errors and omissions in shareholder agreements.
  • Transactions on a shareholder’s death.
  • Ownership of insurance.
  • Valuation of shares.
  • Disability and critical illness.
  • Grandfathering.

Join Bryce and MSP Marketing Expert Stuart Crawford for this 30-minute presentation so you can ensure your financial security.

The Wealthy Tortoise Inc. was launched in Vernon BC Canada in 2004.  In the beginning, the company was operated under the traditional sale/transaction model. 

In 2007 Bryce introduced values-based planning. 

The new Wealthy Tortoise is focused on earning the title "Trusted Advisors" to the people who are part of our "Ideal Client" community. We see ourselves as part of the new generation of Financial Service Companies.

Our adage:

“People don't plan to fail...they fail to plan.” An old adage, for sure—but, as Trusted Advisors with decades of experience, we've seen it proven time and time again. Expanding on this truism, we would say "People who don't plan holistically, knowledgeably, thoroughly, intelligently and constantly ... predictably underachieve financially."

For more information visit: www.wealthytortoise.ca

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