Business Owner Solutions: Buy-Sell vs Key Person

TBA's Life Insurance Link Up

13-06-2023 • 6 mins

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.