Life Insurance to fund Succession Plans

As the family enterprise becomes more successful and the key family owner gets older there is a sense of urgency to put affairs in order from a Succession and Estate Planning point of view. Surveys have shown that a formal written succession plan based on a shared vision of collaboration and a formal process of communication and feedback between family stakeholders is vitally important to a successful succession plan.


Successful multi-generational families use life insurance as a funding vehicle to fund the Succession plan by creating liquidity when it is needed most to equalize different family and business interests that typically occur in successful family enterprises.

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