Business Owner Solutions: Revisiting the Buy-Sell Agreement

Jul 10, 2019

If you have clients who own their own business, it’s fair to assume their business has increased in value in the past ten years. Unfortunately, the amount of years they need to work before retiring has increased, as well. This is an opportunity for you to reevaluate your client’s current Buy-Sell Agreement and help them update the policy to better fit their current and future needs. 

What are the benefits of reevaluating their current Buy- Sell Agreement? The mortality pricing and underwriting standards are more forgiving these days. Conversion options typically come standard with policies now, offering more flexibility for the client. Finally, built-in living benefits allow policyowners to access funds for chronic and/or critical illness while they’re still alive. 

The Business Owner Solutions app in myAdvisorCloud can help you start the reevaluation conversation with your clients by offering a variety of resources tailored to provide solutions for business owners. For more information, please give your Brokers Alliance Agent Relationship Manager a call at 480.296.0169.

buysell agreement.png




Category: Life Insurance

Category List


Tag List

injury (1)
Training Event (1)
Life Insurance (90)
Quoting Tools (1)
Annuities (31)
Social Media (8)
resources (1)
Life Insurance Brokers (6)
consumer marketing (6)
Facebook (2)
Annuity Update Show (11)
Retirement ACE (1)
Beneficiary (1)
Life Insurance Broker (15)
PBR (1)
Brand Values (1)
Brokers (2)
Additional Earning (1)
Compliance (1)
private pension funding (1)
DOL (2)
Life Insurance Trends (21)
Brokers Alliance Open (1)
Product Updates (1)
Life Insurance Update Show (9)
Financial Legacy (6)
Protection (1)
Life Quotes (4)
term (5)
Index Universal Life (1)
term life (8)
Benefits (1)
Video On-Demand (2)
Required Minimum Distribution (1)
PPC (2)
trends (1)
E-App (1)
Premium Finance (5)
Production (1)
Variable Annuities (1)
premium deposit account (1)
Annuity (1)
Tips (4)
Life Insurance Check Up (6)
Indexed Annuity (3)
Retirement Investment (3)
CSO (1)
Best Rates (1)
rates (1)
Brokers Alliance (8)
Star Wars (1)
quoting (1)
Legacy (1)
permanent life insurance (4)
Life Insurance Evaluation (8)
march madness (1)
Fixed Indexed Annuities (1)
RMD (1)
underwriting (1)
Sales (24)
earning opportunities (1)
advanced markets (1)
Content Building (2)
Millennials (6)
review (2)
buy sell agreement (1)
Prospecting (4)
Healthy Living (1)
Baby Boomers (1)
Universal Life Insurance (2)
IUL (13)
Financial Planning (20)
Life Insurance Awareness Month (6)
sales kit (1)
life 101 (2)
Interest Rates (1)
Long-Term Care Awareness Month (1)
hiring (6)
business solutions (4)
business planning (6)
Clients (2)
Insurance (21)
Legacy Planning (1)
Deferred Fixed Annuities (1)
case studies (3)
savings (1)
networking (1)
Annuity Concepts (12)
products (5)
2019 (1)
leads (6)
Financial (4)
Alternatives (5)
Donation (1)
final expense (1)
Tax Benefits (2)
estate planning (2)
Market Exposure (1)
living benefits (7)
Marketing (12)
IRA (1)
tools (2)
MYGA (10)
Pitch (1)
key person (1)
sales presentations (2)
Immediate Fixed Annuities (1)
Health Care (2)
Death Benefit (2)
training (4)
Charity (2)
Retirement (12)
gul (2)
Media (2)
end of year (1)
Charitable Giving (3)
Looking Forward, Giving Back (1)
Cash Value (1)
industry trends (1)
Advice (1)
advanced planning (2)
Social Optimization (3)
life happens (1)
Generation Y (1)
Leaderboard (1)
Retirement Planning (24)
Retirement Strategy (4)
funeral (1)
business owners (4)
business (1)
Webinar (1)
non-med (2)
life insurance awareness (1)
presentations (2)
life insurance quotes (1)
Mobile App (1)
Waste Management Open (1)
selling (1)
social security (1)
PIA (2)
Gender Gap (1)
Fixed Annuities (9)
Breast Cancer Awareness Month (5)
Sales Concepts (13)
Executive Bonus Arrangement (1)
illness (1)
Gift (1)
Roth (1)
Asset-Based LTC (1)
Breast Cancer Research (1)
Investments (2)
Income Planning Academy (1)
Long Term Care (4)
FIA (1)
Alternative Investments (2)
Hybrid Products (1)
Income (1)

Tag Cloud

estate planningVariable AnnuitiesMobile AppIULBrokersunderwritingTax BenefitsProductionFinancialDOLLife Insurancepremium deposit accountnetworkingDeferred Fixed AnnuitiesPPCfinal expenseIndexed AnnuityLeaderboardAdviceBrokers Alliance Openmarch madnessBeneficiaryRetirement InvestmentIndex Universal LifeProspectingFinancial Planning2019sales kitFixed Annuitiesearning opportunitiesStar Warslife 101life insurance awarenesssellingTipsRMDCharitable Givingend of yearSales ConceptsDonationtrendstermAnnuityMarketingHybrid ProductsProtectionAsset-Based LTCSalesGeneration YCharityMillennialsInterest RatesBest Ratescase studiesPBRsales presentationstoolsbusinessRetirement StrategyPIAAnnuity Update ShowGender Gapbusiness planningkey persontraininglife insurance quotesRetirement ACEliving benefitsPitchPremium FinanceBrand ValuesLong-Term Care Awareness MonthIncome Planning AcademyLife Insurance Update Shownon-medproductsbuy sell agreementContent Buildingbusiness solutionsadvanced marketsleadsDeath BenefitLife Insurance EvaluationRequired Minimum DistributionSocial MediaComplianceIRAinjuryRothLife Insurance BrokerSocial OptimizationHealthy LivingProduct UpdatesBreast Cancer ResearchFinancial LegacyAlternativesTraining EventMarket ExposureE-Appconsumer marketingExecutive Bonus ArrangementInsuranceresourcesFixed Indexed AnnuitiesLife Insurance BrokersBreast Cancer Awareness MonthratesAnnuity Conceptspermanent life insuranceLegacy PlanningMediaindustry trendsadvanced planningVideo On-DemandRetirement PlanningUniversal Life InsurancegulWaste Management OpenCash ValueBaby BoomersMYGALife Insurance TrendsAnnuitiesAlternative InvestmentspresentationsRetirementLong Term CareFIACSOLooking Forward, Giving BackBenefitsreviewImmediate Fixed AnnuitiesHealth CareWebinarhiringillnessLife Insurance Check UpFacebookClientsbusiness ownersLegacyGiftquotinglife happensIncomeInvestmentssavingsterm lifeBrokers AllianceQuoting ToolsAdditional Earningfuneralprivate pension fundingLife Quotessocial securityLife Insurance Awareness Month


Archive