New! Turnkey Program for Buy-Sell Agreements

Helping business owners with succession planning just got easier. The new Life Advanced Markets Turnkey Program from Allianz Life Insurance Company of North America, gives you resources and information you need to start buy-sell planning conversations—and highlights how indexed universal life (IUL) insurance can support the strategy.

✅  Sample buy-sell agreements
✅  Fact finders & client-ready discussion prompts
✅  Funding strategies using IUL insurance

Start with our Buy-Sell Agreement kit:

  • Client-friendly fact finder and conversation starters
  • Sample agreements, resolutions, and checklists
  • Valuations comparisons
  • Guidance from the Allianz Life Advanced Markets team 

Watch our video to learn about 5 tips that can help you when creating a buy-sell agreement.