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- Small Business Owners > Insurance Strategies
Buy-Sell Funding
Life or disability insurance is generally the most efficient way to fund these obligations. Relying on bank loans, personal wealth or other funding arrangements cannot be guaranteed when death or disability occurs unexpectedly. We've seen all too often where the deceased's family finds all their wealth tied up in the business while facing a loss of income, estate taxes that are payable but unfunded and a partner who is unable to live up to the planned Agreement.
We will work with you to develop insurance strategies to fund your Agreements. Insurance application to cover these situations is one of the most common business uses of insurance.