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Key Personnel & Succession Planning
Insurance designed for "business continuity.
Key Man Insurance:
A life or disability policy on a crucial leader where the firm is the beneficiary, providing liquidity to keep the business running if that person is lost.
Buy-Sell Agreements:
Funded by life insurance, these ensure that if a partner passes away, the remaining partners have the funds to buy out the deceased's share from their heirs at a fair price.
Executive Estate Planning:
High-level life insurance structures used to manage tax liabilities and ensure wealth transfer for firm principals.