Business Planning
Advanced Planning Resource Center
Business life insurance protects the business due to unforeseen losses that may occur during the normal course of business. Business succession planning, buy-sell, key person insurance and a current business valuation are all important to a client’s business succession plan to ensure the business is properly protected. Each is detailed below to help assist when exploring options for your clients.
Business Succession Planning
Business Succession & Continuation PlanningCBS Presentation
Insurance Strategies for Business Owners-(Quick View) CBS Presentation
Business Succession PlanningCBS Presentation
Technical Bulletin: Employee Stock Ownership PlansCBS Presentation
Comparison Business Entities ChartPrudential
Business Wealth Transfer & State Plan IntegrationCBS Presentation
Buy-sell Review Agreement Review
Offering value-add services rather than only products or asset management will set you apart. A CBS Brokerage Buy-Sell Review can open various planning opportunities, such as wealth transfer, retirement, and risk management planning. Helping clients establish a value on their business.
Buy-sell agreements are critical for closely-held business and yet they are often ignored or given little attention. But, a current, funded buy-sell is key for avoiding disaster in the future. Did you know CBS Brokerage provide complimentary buy-sell reviews?
Offering value-add services rather than only products or asset management will set you apart. Their business is your client’s most important asset; its tentacles reach into every aspect of their financial life. Reviewing buy-sell agreements opens various sales opportunities, such as wealth transfer, retirement, and risk management planning. Additionally, offering buy-sell reviews will expand your network, bringing you into meaningful contact with your client’s other business partners and advisors.