Buy-sell planning can become increasingly complex when a business has three or more owners. Join us Tuesday, October 27, from 12:00 to 1:00 p.m. Eastern for a NAIFA webinar featuring Andrew Rinn, JD, CFP, CLU, ChFC, Assistant Vice President of Advanced Strategies at Midland National Life, and Kathleen Bilderback, JD, LLM, AEP, Counsel at Sandberg Phoenix, for a closer look at Buy-Sell for LLC and how the strategy may help simplify planning for business-owner clients. 

Rinn and Bilderback will explain how Buy-Sell for LLC works, including how life insurance ownership and administration can be streamlined and how policy proceeds may provide liquidity to help surviving owners purchase a deceased owner’s business interest. They will also discuss how a properly structured arrangement may provide surviving owners with an increased income tax basis and additional policy ownership opportunities. 

The webinar will also explore how recent considerations following the Connelly decision may create opportunities for financial professionals to revisit existing buy-sell arrangements with clients. Attendees will gain practical ideas for identifying planning opportunities and expanding conversations around business continuity, retirement, and legacy planning.

Register today to learn more about Buy-Sell for LLC and its potential role in business-owner planning.