Taking Care of Your Business

Business Life Insurance & Exit Planning – Protecting Your Legacy Before the Unthinkable Happens


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What happens to your business if the unthinkable happens? In this episode of Taking Care of Your Business, Gary Byron and Bill DiCristofaro, CFP®, AIF®, CEPA®, MBA, explain how business life insurance protects your company, partners, and family. Learn strategies like Key-Person Insurance, Buy-Sell Agreements, and Estate Equalization to ensure continuity, reduce risk, and protect your legacy.

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Taking Care of Your BusinessBy William DiCristofaro, CFP®, AIF®, CEPA®, MBA.