PRIVATELY HELD COMPANIES

Meeting Your Liquidity Needs

Positioning your company for now and the next generation

From startups to financially mature businesses, we structure Life and Disability insurance to align and run parallel to executed legal language. This includes buy-sell agreements, purchase agreements, deferred compensation plans, executive bonus plans, and commercial loans—all to ensure funding is present and meets the obligation during a planned or unplanned exit.

DO YOU KNOW?

Does your business have a buy-sell agreement? If so, when was the last time it was reviewed and/or updated?

Did you know that a buy-sell agreement can be funded with Life and Disability insurance?

Have you considered using Life insurance to fully or partially fund your succession plan?

Do you know a company-owned Life insurance policy is transferable to an estate or trust?

Is your business protected in the event of an unexpected exit by your key employees?

Do you know how to attract, retain, and reward your key talent using deferred compensation or executive bonus Life insurance?

Are your group plan benefits sufficient for your top earners?

Do you know why the bank is requiring Life insurance on your loan and what a collateral assignment is?

 

We can assist you in addressing all your risk protection needs. Ready to get the process started?

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