Business Solutions
Protect your people and your plans — key-person coverage, buy-sell funding, and corporate-owned strategies.
Who it’s for
- Owners relying on key contributors
- Partners needing buy-sell funding
- Corporations planning tax-efficient insurance
Benefits
Continuity planning for critical roles
Clear funding paths for ownership transitions
Corporate-owned life insurance options explained
Insurance on vital team members to help offset the financial impact of their loss.
Insurance can fund a buy-sell agreement so remaining owners can buy shares if a partner passes away.
Depends on structure and goals. We explain mechanics and collaborate with your tax advisor.
Insurance subject to underwriting and approvals. Tax matters should be reviewed with a professional.