Here's one of our popular discussion worksheets
We all have risks in life and business to mange. But young families and businesses are often their most vunerable in the early years and need additional protection and support until the have sufficient assets and emergency savings behind them.
When they begin using mortgages or private funding to accelerate their growth, shareholders need protection for their funding.
This worksheet is a conversation starters about how to begin your thinking about these important issues before speaking with your financial adviser.