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Business Succession Planning

Business Succession Planning incorporates the use of specially designed corporate priced life insurance products to meet the unique needs of businesses and their owners. We provide consulting and products to assist businesses with:

  • Design and funding of Business Succession Plans
  • Key employee evaluation and funding
  • Debt collateralization life insurance coverage
  • Specialized disability programs for key employees and business buyout funding
  • The use of custom life insurance products to fund many kinds of corporate liabilities. Examples include: ESOP liabilities, VEBA unwinds, and supplemental employment agreements.

Let's Talk About Your Business Succession Planning Needs

For additional information on our Business Succession Planning services, call us at 800 716 9948 or contact us today.



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