Buy-Sell Agreement Insurance

Plan your business transition ahead of time

Buy-sell agreement insurance protects your business shares in the event of death, disability or transfer of ownership.

OWNERSHIP PROTECTION

Protect what you've built

Create a buy-sell agreement to establish rights for you and your business in the future.

  • Establish a fair pre-arranged value for the business share
  • Restrict the transfer of ownership by undesirable parties
  • Provide a market for the business in the event business partners want to sell their shares
investment protection

Don't get exposed

Protect your business for the next generation.

  • Plan for funds availability for essential business continuation expenses
  • Plan for the purchase or sale of interest of deceased or disabled partner shares
  • Protect family members who have a vested interest in continuing the business
  • Provide for loved ones who rely on the income from the business

Plan for business transitions and ensure your success

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.
Institutional Trust

Learn about our consultative services for your business needs

We’ll partner with you to help you reach your business goals.