Estate Equalization Solutions

Many business owners are unaware of how useful life insurance can be in addressing some very important issues. The S.T.O.P. selling system is all about asking the right questions, discovering the problems that need to be solved, and presenting the possible advantages life insurance can offer. This way, you can Solve The Owner’s Problems!

Does your client's estate plan include distribution of their business? Issues can arise when a business owner has multiple heirs but not all of them are involved in the business. How can the business owner leave the business to one heir, while also leaving valuable bequests to the others? One solution is Estate Equalization through life insurance.

- Enables business to be passed one whole to one heir without denying other heirs equal legacy

- Allow heirs whose careers are connected to the business to keep the business

- Can protect the business and its assets from liquidation

Register for our LIVE training series to find out how you can incorporate the S.T.O.P. selling system in your practice.

• February 7, 10AM CST: Key Person Solutions - VIEW RECORDING
• February 14, 10AM CST: Buy-Sell Cross-Purchase and Entity Purchase - VIEW RECORDING
• February 21, 10AM CST: Retirement and Income Replacement - VIEW RECORDING
• February 28, 10AM CST: Estate Equalization and Charitable Giving

For more information on how you can provide meaningful solutions, please call your Agent Relationship Manager at 480.296.0169