Private Equity Investment, Mergers and Acquisition Key Person Protection

Wingate offer a unique group key person protection scheme that provides insurance for 3 years against the death of individuals whose skill, knowledge, experience or leadership contributes to the finance success of the business receiving investment.
There are no medicals and a simple one page application which enables cover to be granted immediately, so the company can focus on the commercial investment or acquisition.

Our Approach

The nature of PE and M&A activity is that we have deliberately kept the application and underwriting process as simple as possible

1
Step 1
Identify key people
2
Step 2
Complete one page application
3
Step 3
Wingate confirm costs
4
Step 4
Settle annual premium and fees
5
Step 5
Policy on risk, documents issued

Contact our dedicated advisers

Jonathan Bird
Employee Benefit Adviser

 01883 332260  Direct: 01883 332269  jon.bird@wingatebs.com

Richard Grover
Strategic Employee Benefit Consultant

 01883 332260  Direct: 01883 332268  richard.grover@wingatebs.com

Helen Pengelly
Strategic Employee Benefit Consultant

 01883 332260  Direct: 01883 332267  helen.pengelly@wingatebs.com