Universal Life Insurance Risk Assessment Quiz

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4) Given that the key person holds critical relationships for the company that will impact beyond its day-to-day operations, what is the estimated number of years required to replace this person?

1 year

2 years

3 years and above

5) What happens if one of your shareholders/partners is unable to continue in the business due to an unforeseen circumstance (e.g. critical illness, death, disability)?

I have a buy-sell agreement in place

I have not yet thought of a plan. I will deal with it if it happens

My existing business insurance will take care of it

Not sure

6) Would you be willing to buy over their shares?

Yes

Yes, but I’m not sure if I will have sufficient funds

No, his/her family can take over

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7) Does your company have a plan to retain outstanding key staff beyond standard salary/bonus benefits?

Yes

No

Not relevant to me, as my key person(s) are also shareholders/owners of the firm

8) Do you already have a plan in place to evenly distribute your assets amongst beneficiaries that may or may not be active in your business?

Yes

No

9) Are your current assets in your portfolio heavily concentrated in one area? (i.e. investments, property or cash etc.)?

Yes

No

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Last Name

Email Address

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Phone Number

Company Name

Designation

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Universal Life Insurance Business Assessment Tool

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