Buy-Sell Agreement Court Decision Has Major Implications

A 2024 Supreme Court ruling has prompted business owners and their agents to revise their old buy-sell agreements and accompanying life insurance. If you haven’t reviewed your DI buy-sell agreements and disability insurance policies yet, it’s a good time to give them a look, too. The Supreme Court Ruling The 2024 Supreme Court Ruling has […]
How to Help Business Owners Use Buy-Sell Disability Insurance as a Succession Planning Tool

Do you offer Buy-Sell Disability Insurance to your business owner customers? If you don’t, you could be leaving a significant amount of revenue on the table – not to mention opportunities to serve your customers better. The Market for Business Succession Planning Partnerships, in which two or more people co-own a business and share profits […]