Educates business owners on the choices they have for funding their buy-sell agreement.
Provides business owners with valuable tips on how to successfully transition their business.
We send this before your meeting to help educate you, or use it as a leave-behind.
Provides an overview of the cross purchase plan, how it works, and the advantages of this type of plan, particularly when it is funded with life insurance.
Illustrates how an entity purchase buy-sell agreement or stock redemption agreement works, and describes how this type of plan works when funded with life insurance.
Provides an overview of the one-way buy-sell arrangement, how it works, and the advantages of funding this arrangement with life insurance.
Tips to help business owners use buy-sell planning in a sound exit plan. Use at meetings, or as a leave behind.
Business continuation and estate planning with ESOP
Business overhead expense protection.
Insurance LLC's: A tax-advantaged alternative.
The Disability Buyout
No sell buy-sell to buy time for business.
Helping the business buy a departed owner's share through permanent life and disability insurance.
Blends the advantages of Cross Purchase and Stock Redemption.
Have a client who wants to liquidate equity without paying taxes and who has employees ready to take over? Consider an ESOP.
For C Corp owners who would rather wait for a triggering event to make transition decisions.
Create a customized, comprehensive proposal in minutes!