Living Benefit Buy-Sell Seminar
Your clients have worked hard to build their business. How can they ensure their businesses last well into the future? A buy-sell agreement is one way to protect a business if a business partners dies; and a life insurance policy is the key part of the buy-sell agreement because the policy “pre-funds” the agreement by providing money that can be used to transition the business.
The following presentation and materials explain how a Living Benefit buy-sell arrangement can help protect a business owner and their retirement.
To order printed materials for this seminar, please go through your normal supply channels.
For more information regarding the concept covered in the seminar, contact our Mutual of Omaha Advanced Markets team. A key objective of our team is to provide training and support that focuses on our areas of expertise – estate planning, business planning, and retirement and distribution planning – and that can help you with your sales efforts.