Life Insurance and Buy Sell Planning: Design to Align

Life insurance is often the most efficient method of funding a business’ buy sell agreement as it provides funds that are readily available when a business succession event such as death, disability or retirement of an owner occurs. Through effective communication with the agent, business owners will be able to recognize the superiority of life insurance over other funding methods for a buy sell agreement. But the planning does not stop there!

There are various ways to structure a buy sell arrangement and is imperative that the life insurance policies funding it are set up in a manner that aligns with the arrangement selected by the business.

Join our Advanced Markets Team as we discuss the different types of buy sell arrangements and how to effectively design the life insurance policies to set the business up for a successful transition. Be sure to also check out the other marketing resources listed below.

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When it comes to buy sell arrangements, business owners have a variety of options to choose from. Join us as we discuss the different types of arrangments, the advantages that they provide and how to make sure the funding of plan aligns with the design.

Exploring Different Types of Buy Sell Arrangements

Presented by James Baumann
Thursday, August 24
12:00 p.m. ET, 11:00 a.m. CT

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