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Business Planning

Today's top companies plan for tomorrow.

Do your clients have a plan for succession? Are they protected from the unexpected? Below are must-have considerations for those small- to mid-sized businesses focused on the future.

BUY-SELL PLANNING

BUY-SELL PLANNING

Allows business owners and key employees to fund an orderly succession through insurance

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KEY PERSON

KEY PERSON

Helps protect the business from potential losses or interruptions from the death of an owner, partner, or other critical employee.

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RETENTION BONUS + ONE-WAY BUY-SELL

RETENTION BONUS + ONE-WAY BUY-SELL

Helps ensure a smooth transition for the business and a fair price for the owner.

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BUSINESS CONTINUATION PLANNING

BUSINESS CONTINUATION PLANNING

Solutions to help business owners plan for the long term.

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OTHER BUSINESS PLANNING

OTHER BUSINESS PLANNING

Tools to help you understand, reach and sell to small business owners.

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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