Business Succession Planning Strategy: Keeping it in the Family

The business succession planning process presents a myriad of difficult tasks, one of which being the division of assets amongst heirs. This becomes even more challenging when the estate is made up of hard to divide assets, such as a family business. Some heirs may be involved in the business and prepared to take it over. Others may not be involved and may want to sell any interests that they inherit.

Adding life insurance into an estate plan can help individuals overcome this obstacle as it provides liquidity to the estate which can be used to compensate the inactive heirs and allow the active heirs to keep the business within the family.

Join us during our upcoming webinar where members of the Advanced Markets team will discuss the role of life insurance in succession planning for a family business. Be sure to also check out these other marketing resources that focus on this topic as well.

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Join the Advanced Markets Team as we discuss the unique process involved in helping clients keep a closely held business within the family. We will discuss the challenges involved in this process as well as strategies to overcome them.

Succession Planning Strategy for Family Businesses

Presented by Yining Eads
Thursday, September 7, 2023
12:00 p.m. ET, 11:00 a.m. CT

Register Now