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Life Insurance Strategies
for Business Owners in Transition

Are You Working With Business Owners
In their Transition Phase?

Business Owners in Transition are clients who are:

  • 65+ Years Old
  • Planning Their Exit Strategy
  • Looking at Retirement

If you’re a business owner, there are many issues that keep you up at night. In today’s competitive workplace recruiting, retaining, and rewarding key employees is very important.

Benefit plans are often the leveraging tool that makes the difference and puts you ahead of the competition. As you consider the many options available, expand your thinking to be certain you are also rewarding yourself in the process; Consider utilizing cash value life insurance in a tax-advantaged strategy.

Want to see our most popular strategy for business owners?

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Life Insurance Strategies to Consider
for Business Owners in Transition

For those looking to purchase life insurance, there are a few policies that are well-suited for business owners in the transition phase and their specific needs and goals.

insured family legacy
Insured Family
Legacy
Business Finance Calculators​
R-Squared:
Retirement Income Maximization
accumulation phase
Life Insurance
as an Asset Class