Business Owner Solutions: Buy-Sell vs Key Person

Jun 13, 2023

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.