Succession planning strategies for continuity and confidence in change
JMBI’s succession planning solutions create peace of mind during times of transition at the intersection of personal and professional lives. Safeguard your legacy with discreet, custom-tailored insurance strategies.
Strategic protection planning for future transitions
Navigating career transitions, liquidity events, and generational wealth transfers demands precise, proactive planning that incorporates sound risk management strategy. Our private client team works directly with executives and their trusted advisors to build customized risk transfer solutions that preserve personal assets, protect family interests and ensure smooth continuity across life’s turning points. We understand how your life insurance policies can impact your succession planning, and we integrate risk management best practices into your overall plans.
We evaluate your entire personal risk profile through a succession lens, from restructuring policies ahead of leadership changes to addressing potential liabilities post-transition. By doing so, we help plan for your future, so that you can stay focused in the present. Our approach is rooted in a commitment to details, deep expertise and service.
Tailored solutions that protect your legacy and impact
Whether stepping away from a C-suite role or preparing for a liquidity event, you need insurance solutions that evolve as you do. We serve as your strategic partner before, during, and after major transitions — restructuring personal risk management programs to align with your changing financial footprint and responsibilities.
For executives with complex compensation packages, we analyze how incentive structures, equity holdings or real estate interests impact personal liability and estate protection. We offer strategies to minimize exposure without compromising benefits and we create flexible coverage across multiple jurisdictions and asset types.
From private placement life insurance to coverage for trustees and multi-generational assets, we integrate high-impact tools designed to complement the plans from your other trusted advisors, such as wealth managers or tax planners. We also support family governance through insurance education and risk management strategies tailored for rising generations.
Our goal is to ensure your intentions are honored, your family is protected and your legacy is lasting. Everything we do is customized, confidential and built to last.
Key pillars of JMBI’s succession planning approach
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Frequently asked questions
The best time to start succession planning is in advance of a major transition—such as retirement, a business sale, or estate restructuring—to ensure proactive risk mitigation. It is never too early to start thinking about how your risk management plans integrate into your broader business plans to ensure that your financial goals are aligned across with your personal and professional life.
We leverage a mix of umbrella liability, life insurance, asset-specific coverage, and custom estate planning protection products.
We work collaboratively with your attorneys, accountants, wealth advisors and appropriate strategic business partners to align insurance coverage with your broader succession planning goals.
As involved as you want to be. With our boutique culture, we consistently take the time to understand our clients’ portfolios, needs and goals; and ensure that any proposed strategy or solution aligns to the clients’ specific needs. Our hands-on, experienced team will manage every detail for you, consistently monitoring your coverage plans while considering an everchanging risk management landscape and your personal risk profile.
Contact us about business protection and succession planning services today
When we say we are “client first,” we mean it. The best way to learn more about how JMBI can help build a risk management plan is to talk to one of our industry leading professionals.