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Protect the Business and Fund Its Transition
Business owners often spend years building value in their company but far less time planning how to realize that value. In this session, we’ll explore buy-sell planning strategies, business succession concepts, and innovative funding approaches that can help owners prepare for retirement, disability, departure, or death.
Please keep in mind that the primary reason to purchase a life insurance product is the death benefit. Life insurance products contain charges, such as Cost of Insurance Charge, Cash Extra Charge, and Additional Agreements Charge (which we refer to as mortality charges), and Premium Charge, Monthly Policy Charge, Policy Issue Charge, Transaction Charge, Index Segment Charge, and Surrender Charge (which we refer to as expense charges). These charges may increase over time, and these policies may contain restrictions, such as surrender periods. Policyholders could lose money in these products.
This information should not be considered as tax or legal advice. Clients should consult their tax or legal advisor regarding their own tax or legal situation.