Advanced Insurance Strategies
Some insurance goes beyond basic coverage.
From buy-sell planning to key person insurance, these tools can help protect your business if life throws a curveball. Complex risks call for smarter protection. We can walk you through advanced insurance strategies designed to help protect ownership, continuity & long-term value.
Buy-Sell Agreements define how a partner’s share transfers if they pass away or leave the
business.
One-Way Buy-Sell Agreements allow a non-owner to purchase the business if the owner dies or
becomes disabled.
Split-Dollar Life Insurance enables two parties to share the costs & benefits of a permanent life
insurance policy.
Key Person Life Insurance helps the business recover from the loss of an owner or other key
employees.
