The Crucial Role of Life Insurance for a Small New Zealand Business

The following story is based on a real-life insurance claim experienced by an electrical and security client with Life Insurance arranged by Aon. All names have been anonymised for privacy reasons.

Mark and Mike founded an electrical and security company based in Auckland, growing it to a 10-person operation in just six years. Their success heavily relied on their leadership and hands-on involvement. Following advice from their life adviser, they took out shareholder protection life cover - a decision that would prove crucial for the company's future.

In 2023, tragedy struck when Mike passed away suddenly. Mark was left to navigate the business alone while mourning the loss of his friend and business partner.


A critical decision and financial relief

Key decisions Mark had to make included maintaining operations and purchasing Mike's share. The $500,000 insurance payout enabled Mark to:
•    Buy Mike’s share from his estate
•    Manage cash flow
•    Hire a contract operations manager


The true value of life insurance

Without this policy that granted Mark time, control and options, he might have had to sell or dissolve the company. This case underscores how life insurance, often seen as personal protection, can be vital for business survival.

Anson Davies, Health Leader at Aon in New Zealand emphasises that for business owners, safeguarding their most valuable asset - their people - is paramount.

“Life and health insurance are not just protective measures; they are strategic investments ensuring business continuity and resilience. In the face of unexpected challenges, comprehensive insurance solutions provide companies with the stability and resources needed to navigate difficult times. At Aon, we understand the unique challenges businesses face and are here to guide you in making informed decisions to protect and grow your business."

Life insurance is not just a personal safeguard; it is a vital component of business strategy, ensuring that companies can weather unexpected challenges and continue to thrive.

Talk to Anson today to learn more about life and health insurance.

 


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