universal life insurance

Using Life Insurance to Fund Executive Buyout Agreements

When a business partner retires or passes away, a funded buy-sell agreement ensures smooth ownership transition without financial disruption.

Key Advantages of Life Insurance Buyout Funding

💵 Immediate Liquidity
Ensures funds are available to buy out ownership interests quickly.

🧾 Predictable Tax Treatment
Provides clear valuation and distribution terms.

🏢 Protects Company Continuity
Prevents ownership disputes and funding challenges.

👥 Fair to All Partners
Each partner’s family receives fair compensation.

💼 Part of Long-Term Succession Planning
Integrates naturally with executive and key-person insurance strategies.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet consectetur adipiscing elit dolor

No Comments

Post a Comment