A key objective of an integrated wealth plan is planning for business succession. Your Business interest is a substantial portion of the wealth you have accumulated over many years of hard work. The eventual transfer of your business interest will help your family retain the full value of the interest and help the remaining owners survive the business transition. This goal is realized by funding the purchase and sale of the business interest if an owner passes away prematurely.

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Life insurance is an efficient way to fund business succession through a buy-and-sell agreement when a shareholder or partner of the business dies. Although there are several possible ways to structure a buyout upon death, the life insurance funding plays an important role in ensuring the buyout occurs.

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We can review your business’ buy-and-sell agreements to identify the necessary funding solutions for your business.