Business Solutions: Buy Sell Opportunities
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Business Solutions: Buy Sell Opportunities
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About this listen
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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