Shareholder Agreements and Buy Sell

This webinar provides essential strategies for business continuity, focusing on the Shareholder Agreement and Buy-Sell plan, which serves as a crucial "business Will." The main takeaway is that life insurance is the single most reliable method for funding these agreements, guaranteeing the necessary cash is available immediately upon an owner's death or disability. A funded agreement secures both the business's future—ensuring uninterrupted operations and stability—and the owner's family, who receive instant liquidity, a guaranteed market for their shares, and funds to cover estate costs. The session covered implementation steps, key buy-out triggers, and the benefits of corporate-owned policies, emphasizing the need for personalized, periodically monitored solutions.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until October 2026.