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Business Owner Solutions: Buy-Sell vs Key Person
Manage episode 374112601 series 3502265
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It's a question we hear time and time again: "Do I recommend buy-sell or key person for this business owner client?"
In this episode, John Felton and Zach Gosselin break it down:
- The key differences between key person vs buy-sell
- What scenarios each solution makes the most sense in
- The tax implications for the business or beneficiaries
For more information on how to provide the best risk management solutions for your business owner clients, click here.
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