Jeffrey T. Sleeper, Life Insurance

Jeffrey Sleeper

Contact Information

Jeffrey T. Sleeper Financial Services
P: 425.462.4858

Jeffrey T. Sleeper Financial Services and his team have been serving the small business owners in the Seattle/Bellevue area since 1993. Over almost 30 years, his primary focus has been business succession and estate planning.

Well experienced with managing risk by helping design implement and provide insurance funding for Buy Sell agreements, Stock Redemption, Key Executive Compensation plans that are essential tools for high value planning.

Having an “insured,” “good faith” buy-sell agreement* can benchmark value and can also show creditors, customers and potential buyers that your company is sustainable because you are taking action to mitigate risk. Some tools can help to retain management and provide incentives for both buyer and seller of any buy out transition. The insurance that is placed will guarantee** the necessary funds will be available throughout the length of the agreement cycle.

Every business is different. Jeff’s depth of experience provides his clients with sound concepts and meaningful tax strategies and product design for all business formations that transition into the estate plans of the business owner.

Jeff has endeavored to build long lasting relationships with other professionals including, CPAs, and Attorneys in the succession planning field and can assist in any capacity when called upon.

*Jeffrey T. Sleeper/ Jeffrey T. Sleeper Financial Services does not offer tax, legal or accounting advice. Contact your legal and professional advisors before structuring any buy-sell arrangement. **Guarantees are dependent on the claims-paying ability of the issuing insurer.