Client Materials – Buy-Sell Planning Using Life Insurance
Written by Matt on August 13, 2010 – 7:37 pm
Business owners are often so busy with day to day business operations that they may forget to adopt a plan to protect the value of their business interest when they or another owner leaves. Because every business owner will leave his/her business someday, buy-sell planning (usually with life insurance funding) is an important part of protecting business value. Different life insurance-funded buy-sell strategies can be used depending on a business legal structure and the objectives of the owners.
- Wait-and-See Purchase Arrangements
- Entity Purchase Arrangements
- No-Sell Buy-Sell Arrangements
- Cross Purchase Arrangements
- Trusteed Cross Purchase Arrangements
- Buy-Sell Arrangements Using a General Partnership
For help with a buy-sell case, call our business planning experts at 800-936-0339 option 1.
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