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Best Practices in Buy-Sell Agreement Planning (Journal Live)
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Journal Live programs (formerly On the Call) are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing authors@societyoffsp.org. This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

2/26/2019
When: 02/26/2019
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: April Caudill, JD, CLU, ChFC, AEP
Contact: Member Services
800.392.6900


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One of the most important skills an advisor can offer to clients who own a business is the ability to understand and explain business planning needs. In the area of buy-sell agreements, the depth of technical knowledge, tax expertise, and practical experience necessary to do this thoroughly is much greater than it might appear. The results of a 4-year study of over 1,500 buy-sell agreements reveal a wide range of best practices and practical recommendations. Financial advisors who are aware of the client’s circumstances and goals can identify questions for discussion with the client’s attorney, suggest updating where necessary, and help ensure that there is adequate funding of needs upon death and disability.

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