Succession Planning For Brokers

Steven Borlak and Jesse Borlak of Borlak Law Office, legal counsel to property and casualty insurance brokers in Ontario, will be presenting Succession Planning For Brokers from 8:30 a.m. – 2:30 p.m. on Wednesday, September 25, 2019 at The Edward Hotel, 50 East Valhalla Drive, Markham, Ontario. Stephen Gleave litigates cases in the insurance industry and will also present issues of importance to brokers.

Topics will include;

  • Wills and Powers of Attorney – the most important legal documents in your life
  • Employee and Producer Agreements
  • Shareholder Agreements
  • Sale Options
  • Financing Alternatives
  • Sale Documentation – from letters of intent and confidentiality agreements to final agreements
  • Business and Legal Terms to be Negotiated in Transactions
  • Protection of Customer Lists

The seminar qualifies for 5.0 hours of RIBO accreditation (management) and also 5.0 hours for life licence requirements. The registration fee is $295.00 plus HST ($333.35 total), payable to Majesteve Consultants Limited. Breakfast, lunch and materials are included.

Please submit the registration form below and forward cheque for payment by mail to; 6372 Main Street, Stouffville, Ontario L4A 1G3.


Registration Form

First Name
Last Name
RIBO Number
Brokerage Name
Postal Code
Telephone Number
E-mail Address