Buy-Sell Cross-Purchase and Entity Purchase Solutions

Feb 14, 2019

Many business owners are unaware of how useful life insurance can be in addressing some very important issues. The S.T.O.P. selling system is all about asking the right questions, discovering the problems that need to be solved, and presenting the possible advantages life insurance can offer. This way, you can Solve The Owner’s Problems!

Does your client have a properly drafted buy-sell agreement to provide  for the future of their business? A Buy-Sell Agreement can keep clients' dreams alive by providing for the transfer of the ownership of their business to the successor they've selected. The purchase of ownership interest under a Buy-Sell Agreement has to be sufficiently funded to be successful. So, it is beneficial to provide a solution like life insurance that is designed to provide cash immediately upon death.

- Immediate access to funds and proceeds are generally tax-free from federal income tax

- Cach value in the policy may provide funding for other buyout options during owner's lifetime

- Provides immediate liquidity for an estate by converting the ownership interest in the business in cash

Register for our LIVE training series to find out how you can incorporate the S.T.O.P. selling system in your practice.

  • February 7, 10AM CST: Key Person Solutions -  VIEW RECORDING

  • February 14, 10AM CST: Buy-Sell Cross-Purchase and Entity Purchase - VIEW RECORDING

  • February 21, 10AM CST: Retirement and Income Replacement

  • February 28, 10AM CST: Estate Equalization and Charitable Giving

For more information on how you can provide meaningful solutions, please call your Agent Relationship Manager at 480.296.0169

 

stop header.png


Category: Sales

Category List


Tag List

Brokers Alliance (8)
Quoting Tools (1)
Protection (2)
Fixed Indexed Annuities (2)
PBR (1)
online resources (1)
Tax Benefits (2)
Star Wars (1)
Retirement ACE (1)
living benefits (8)
Interest Rates (1)
buy sell agreement (1)
myAdvisorCloud (4)
rates (1)
resources (2)
Roth (1)
business planning (6)
Illustrations (1)
Life Quotes (4)
Income (1)
Content Building (2)
Beneficiary (2)
Death Benefit (2)
Life Insurance Evaluation (8)
LifeBrain (1)
gul (4)
Retirement Investment (3)
Cash Value (1)
Charity (2)
life insurance awareness (1)
march madness (1)
training (9)
PIA (2)
Annuity Update Show (11)
Donation (1)
sales presentations (2)
Life Insurance Update Show (9)
Insurance (21)
guarantee (1)
life happens (1)
estate planning (2)
Life Insurance Check Up (7)
Video On-Demand (2)
BlackRock (1)
injury (1)
Universal Life Insurance (4)
Life Insurance Brokers (6)
Best Rates (1)
Annuity (3)
Deferred Fixed Annuities (2)
selling (1)
Tips (4)
Training Event (1)
DOL (2)
earning opportunities (1)
Benefits (1)
Sales Concepts (18)
Charitable Giving (3)
Executive Bonus Arrangement (1)
Retirement Strategy (4)
Life Insurance Awareness Month (6)
term (6)
business owners (4)
key person (1)
Breast Cancer Research (1)
business owner solutions (1)
life concepts (1)
advanced planning (2)
Economy (1)
illness (1)
Breast Cancer Awareness Month (5)
tools (2)
Investments (2)
end of year (1)
Index Universal Life (1)
Looking Forward, Giving Back (1)
Generation Y (1)
private pension funding (1)
Annuity Concepts (13)
Hybrid Products (1)
Retirement (13)
Indexed Annuity (3)
social security (2)
Financial Planning (20)
Retirement Planning (24)
Gift (1)
business (1)
2019 (1)
Financial Legacy (6)
Gender Gap (1)
Mobile App (1)
Financial (4)
quoting (1)
Fixed Annuities (9)
Alternative Investments (2)
sales kit (2)
Alternatives (5)
Market (1)
RMD (1)
Premium Finance (5)
CSO (1)
Leaderboard (1)
FIA (1)
Income Planning Academy (1)
hiring (6)
Clients (2)
Asset-Based LTC (1)
permanent life insurance (4)
Brokers (2)
presentations (3)
Featured MAC App (2)
IUL (15)
final expense (1)
advanced markets (1)
funeral (1)
life 101 (2)
IRA (1)
Compliance (1)
PPC (2)
Quotes (1)
Variable Annuities (1)
review (2)
indexed universal life (2)
Media (2)
Baby Boomers (1)
Prospecting (6)
Social Optimization (3)
Required Minimum Distribution (1)
Production (1)
Life Insurance Broker (15)
Life Insurance (96)
Pitch (1)
MYGA (10)
Long-Term Care Awareness Month (1)
networking (1)
Product Updates (1)
Brand Values (1)
Marketing (14)
Advice (1)
industry trends (1)
Inflation (1)
life insurance quotes (1)
virtual sales (3)
Sales (25)
Market Exposure (1)
Brokers Alliance Open (1)
term life (10)
trends (1)
Annuities (36)
E-App (1)
consumer marketing (8)
digital tools (1)
savings (1)
Facebook (2)
MAC (4)
Additional Earning (1)
Webinar (4)
non-med (3)
analysis (1)
Health Care (2)
agent resources (1)
Long Term Care (5)
MAC App Feature (1)
leads (6)
premium deposit account (1)
Healthy Living (1)
Social Media (8)
Millennials (6)
products (5)
Legacy Planning (1)
business solutions (4)
Immediate Fixed Annuities (1)
Life Insurance Trends (21)
Legacy (1)
guaranteed universal life (1)
underwriting (1)
Waste Management Open (1)
case studies (3)

Tag Cloud

advanced marketsDonationContent BuildingInsuranceBeneficiaryguaranteed universal lifeFinancialBenefitsBreast Cancer ResearchGender GapLife Insurance BrokertrainingRetirementHealthy Livingsales presentationsGiftExecutive Bonus ArrangementVideo On-DemandQuoting ToolsillnesstermSales ConceptsBrand ValuesMACsavingsIncomeAnnuitieslife conceptsIndex Universal LifeLong-Term Care Awareness MonthleadsLifeBrainindustry trendstrendsestate planningpermanent life insuranceMillennialsconsumer marketinglife insurance quotesinjurybusiness solutionsLife QuotesGeneration YProspectingmarch madnessTraining EventBrokers Allianceprivate pension fundingAnnuity ConceptshiringInterest RatesIllustrationsbusiness owner solutionsBlackRockFixed Indexed Annuitiesbusiness planningkey personlife insurance awarenessMAC App FeatureLife Insurance BrokersmyAdvisorCloudguaranteeliving benefitsPitchPBRPIAE-AppFIAagent resourcessales kitLegacy Planningterm lifeCharityreviewVariable AnnuitiesPremium FinanceproductsClientsProduct UpdatesBrokers Alliance OpenAnnuity Update ShowPPCRothCSOLife Insurance Update ShowratesRequired Minimum DistributionRetirement ACEBrokersRetirement Planningonline resourcesDeferred Fixed AnnuitiesDOLbusiness ownersFacebookRMDBest RatesLife Insurance Awareness MonthFinancial PlanningIndexed Annuityadvanced planningnetworkingSalesStar WarsSocial OptimizationanalysispresentationsBaby BoomersMarket Exposurebuy sell agreementIRALife Insurance Check Upnon-medAsset-Based LTCEconomyDeath BenefitHealth CareProtectionAnnuityLife Insurance Trendspremium deposit accountInvestmentsMYGALife Insurancedigital toolsCharitable Givingfinal expensesocial securityresourcesLife Insurance EvaluationFeatured MAC AppLong Term Caregulindexed universal lifeIULRetirement InvestmentComplianceearning opportunitiesRetirement Strategyvirtual salesbusinessMobile AppLeaderboardInflationWebinarAdviceAlternativesend of yearlife 101Waste Management OpenImmediate Fixed AnnuitiesIncome Planning AcademyMarketingLegacySocial Medialife happensquotingLooking Forward, Giving BackHybrid ProductsTipsAdditional EarningCash ValueBreast Cancer Awareness MonthsellingunderwritingMarketFixed Annuitiescase studiesAlternative InvestmentsTax BenefitsMediafuneralQuotesFinancial Legacy2019ProductionUniversal Life Insurancetools


Archive