Arab-Canada
Financial Resource Centre
Key Person Insurance — Fact Find
Comprehensive advisor-guided fact find for key person risk assessment
Business:—
Key Person:—
A
Business InformationC
Financial InformationD
Ownership InformationE
Key Person — Proposed InsuredF
CompensationG
Key Person ResponsibilitiesExecutive LeadershipStrategic PlanningSalesBusiness DevelopmentClient RelationsTechnical ExpertiseProduct DevelopmentR&DOperationsFinancial ManagementBanking RelationshipsComplianceSigning AuthorityHR
H
Business DependencyI
Financial Impact of LossJ
Replacement AnalysisK
Business DebtL
Existing InsuranceM
Coverage RequestedPurpose of Insurance:
Income ReplacementProfit ProtectionDebt ProtectionLoan CollateralBusiness ContinuityRecruitment CostsInvestor ProtectionShareholder Protection
N
Coverage JustificationMultiple of CompensationRevenue ContributionProfit ContributionReplacement CostDebt CoverageBusiness Valuation
O
Underwriting InformationP
Supporting DocumentsFinancial StatementsInterim StatementsT2 Tax ReturnsValuation ReportOrg ChartShareholders' AgreementBuy-Sell AgreementLoan AgreementsEmployment AgreementAccountant Letter
Q
Advisor AssessmentConsent & Authorization
Consent Agreed:Not confirmed
Arab-Canada Financial Resource Centre
Licensed insurance advisors serving Ontario — Arabic & English
arab-canada.com | عرب-كندا.com
contact@arab-canada.com
Free Assessment
No obligation
Multi-Carrier
Best-fit coverage
Bilingual Service
Arabic & English
Arab-Canada Financial Resource Centre | arab-canada.com | عرب-كندا.com
Insurance services provided by a licensed Ontario insurance advisor (FSRA Lic. No. 20180749).
CuCuLink Inc. — Federal corporation licensed in Ontario (FSRA Reg. No. 42796M).
This document is for fact-finding purposes only and does not constitute an insurance application.
Insurance services provided by a licensed Ontario insurance advisor (FSRA Lic. No. 20180749).
CuCuLink Inc. — Federal corporation licensed in Ontario (FSRA Reg. No. 42796M).
This document is for fact-finding purposes only and does not constitute an insurance application.
Key PersonFact Find
Key Person Insurance Fact Find
A comprehensive advisor-guided checklist covering all aspects of key person risk — business profile, financials, key person details, and coverage needs.
Licensed in Ontario
FSRA Lic. No. 20180749
CuCuLink Inc. — Reg. No. 42796M
Step 1 of 911% complete
Step 1
Advisor & Business
A
Business Information
Legal Business Name
Operating Name
If different from legal name
CRA Business Number (BN)
Corporation Number
If incorporated
Province / Territory of Incorporation
Date of Incorporation
Business Structure
Primary Business Activity
Description of Products and Services
Years in Business
Corporate Fiscal Year-End
Principal Business Address
Website
Number of Employees (Total)
Full-Time Employees
Part-Time Employees
Number of Owners / Partners
Accountant / CPA
Lawyer (optional)