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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.

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