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Life Insurance | Mortgage Protection Insurance | Business Loans | Key Man Insurance | 401(K) Rollover | Annuities

Disclaimer: No Rendering of Advice The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

 
 
 
 

SUCCESSION PLANNING

Prepare and protect your business from the death or retirement of the owner.

 
 

Buy-Sell Agreement

Buy-sell agreements are a common exit strategy for business owners looking to transfer their businesses to partners, family members, or executives. While not the only option for funding a buy-sell agreement, cash value life insurance is a popular choice because it can pay a lump sum if the owner (insured) dies and may potentially accumulate cash value to fund the purchase of the business from the owner in the event of a lifetime buyout. There are various types of buy-sell arrangements.

 
 

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