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Purpose of
Advanced Planning

Given the growing number of risks a company faces, your business will need a documented procedure and resources to keep the impact to a minimum. Is your company Prepared?

An advance plan that specifies the terms by which a business owner's interest is transferred in the event of:

Advantages to Deceased Business Owner's Family

Advantages to Surviving Shareholders and Business

Methods to Fun the Purchase for Death, Disability or Retirement

Insurance Ownership Arrangements

Finding the Plan with Insurance

Types of Buy-Sell Agreements

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