Group
Buy & Sell Protection
Funding for the buy-sell agreement you (hopefully) already have.
Life and disability insurance funding for buy-sell agreements — so a partner's death or disability doesn't put the business or surviving partners in jeopardy.
Why it matters
- Funds cross-purchase or entity buyouts
- Disability buyout options
- Coordinates with attorney/CPA
- Updates as valuation changes
Typically included
- · Life insurance funding
- · Disability buyout funding
Usually not included
- · Legal drafting of the buy-sell agreement (attorney)
FAQ
Questions we hear about Buy & Sell Protection.
Do I need a buy-sell first?+
Ideally yes — we'll coordinate with your attorney on policy structure and ownership.
How often should the funding be reviewed?+
Annually, and any time business value materially changes.
Get a Buy & Sell Protection quote today.
Two-minute form. Same-day response from a real local agent.
