TBA's Life Linked

Business Solutions: Buy Sell Opportunities


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We're closing out our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things Key Person Coverage, we brought them back to discuss all things Buy-Sell Opportunities with Zach Gosselin:

  • How common it is for buy sell agreements to be funded with life insurance
  • The risks business owners face if they don't have a buy sell agreement
  • What about agreements that aren't funded by life insurance
  • How often should the agreements be reviewed
  • Triggers for a review of buy sell agreements

To access all the business solutions calculators and analysis tools mentioned in the episode, click here.

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TBA's Life LinkedBy TBA

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