• Business Solutions: Buy Sell Opportunities

  • Oct 16 2024
  • Length: 11 mins
  • Podcast

Business Solutions: Buy Sell Opportunities

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  • Summary

  • 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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