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Funding Buy Sell

Buy-Sell

Executive Summary The longevity of a business should be a core focus of any business owners financial plan. A buy/sell agreement can provide a business owner a plan and the protection they would need to continue in the event of the death of a shareholder. Funding a...

Disability Buy-Sell

Buy-Sell, Disability Insurance

Executive Summary When partners and business owners discuss succession and contingency planning, the conversation eventually includes death, but rarely disability. When the original Articles of Incorporation and accompanying Shareholders Agreement are prepared, the...

Disability: The Basics

Buy-Sell, Disability Insurance

Executive Summary Disability Insurance, which provides income replacement when an individual is unable to work, is one of the most unappreciated offerings of the Financial Services industry. Most people believe that a debilitating disease or injury won’t happen to...