Protect the business you worked to build.
For Texas owners and partners evaluating the effect of an owner or key employee’s death, a focused conversation can help identify the questions to take to an insurance agent and your professional advisers.
Prepare for your appointment
- Owners, partners, and people the business depends on
- Business debt and ongoing operating expenses
- Existing buy-sell agreements and business coverage
Ask about key-person coverage and whether life insurance may help fund a buy-sell agreement. Ownership, beneficiaries, valuation, and tax treatment require careful coordination with your attorney and tax adviser.
Texas residents only. Coverage is subject to policy terms and underwriting.
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