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TBA's Life Insurance Link Up

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.