Identify the areas in which life insurance may help keep the business running as smoothly as possible. By identifying your needs and goals you come up with strategies to achieve those goals, as well as establish a periodic time frame in which to review these goals and set new ones if necessary. Stay on the path.

Using specific life insurance products you can help fund buy-sell agreements, key person insurance, executive bonus arrangements, and many other non-qualified plans to help businesses run as smoothly as possible. Retaining employees vital to the success of the business.


Business Continuation

Business continuation planning helps owners understand their continuing business needs and potential problems as well as assure that life insurance proceeds are available when needed to implement the plan.

Business continuation analysis is supported by reports that provide extensive information. It employs case-specific data to address continuing business needs in four steps that align with the planning process:

•Identifying need for business continuation planning.

•Applying IRS-accepted valuation methods to determine the value of the business.

•Developing a business continuation plan tailored to the client's situation.

•Exploring the funding requirements for the proposed solution.

Click on solutions below:


•Cross-Purchase Buy-Sell Agreement PPC

•Equity or Stock Redemption Buy-Sell Agreement PPC

• Wait-and-See Buy-Sell Agreement PPC

Contact Marc Crolius at boomeradvisor@yaoo.com 216.346.1525