Complimentary Lunch and Learn: Modern Buy-Sell Planning for a Changing Market

Description

You are invited to attend "A New Buy-Sell Strategy for a Changing Market", a complimentary informational workshop designed specifically to discuss an emerging approach to business succession and retirement planning.

You will learn how:
- essential provisions in buy-sell agreements help plan for a smooth and quick transition at an owner's death
- traditional business succession plans may be overlooking the most important planning objectives of the business owner
- combining a limited liability company with a permanent life insurance policy can create a more dynamic business plan that can help fund current business needs and the owner's retirement