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.

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