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.

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