Episode 24: Buy/Sell Agreements: Do You Need One?
Welcome back to The IBC Guys Podcast!
In this episode of The IBC Guys, Mike and Dave discuss Buy/Sell agreements - definitions, examples, and encouragement in deciding if Buy/Sell should be in your life. When life changes - death, retirement, disability, etc. - Buy/Sell agreements (a) proactively make the decisions for the change and (2) pay out any financial settlement that may be part of that change. All the while, the owner of the policy can use the Buy/Sell agreement as an IBC policy, maintaining the control, liquidity, and usage that makes IBC so valuable!
Also in this episode, Mike stands firm on his stance about an IBC Guys theme song, Dave gives up on trying to be funny, and the guys offer free things! It's always a great idea to prepare for change and the guys work to show how a Buy/Sell agreement helps set people up for success when that change inevitably happens!
Key takeaway: Buy/Sell Agreements help put minds at ease while providing the financial stability for change, as well as the benefits of IBC - all at the same time!
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