Sentences with phrase «business succession tool»

Guaranteed Universal Life is an excellent estate planning tool or business succession tool.

Not exact matches

To accomplish this goal, we use a unique combination of financial tools and investment strategies based around key life events such as retirement and business succession, to assist you with the accumulation, growth, management, preservation and transfer of your wealth.

We also help businesses plan for succession, and tools which identifying the value drivers within a business, to maximise value (whether the plan is to hold or sell).

Many small business owners do not undertake the essential process of proper business succession planning based upon their ignorance of the ability to use life insurance as a tool to fund the buy - sell agreement.

Life Pro + and Life Pro + Survivor are excellent tools for estate planning and business succession (such as funding a buy - sell agreement).

Key man life policies can also be an effective tool for business succession planning, like in the third scenario.