What is a buy-sell agreement funded with life insurance? | Patriot Plans
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Business Life Insurance

What is a buy-sell agreement funded with life insurance?

A buy-sell agreement is a legally binding contract that determines what happens to a business owner's share of the business when they die, become disabled, or retire. Life insurance funds the buy-sell agreement — when a business owner dies, the insurance proceeds are used to buy out the deceased owner's share from their heirs.

Key Points

  • Buy-sell agreement: determines what happens to business owner's share at death/disability/retirement
  • Life insurance funds the buy-sell agreement
  • At death: insurance proceeds used to buy out deceased owner's share from heirs
  • Ensures business continuity and fair compensation for heirs
  • An independent agent can help you structure a buy-sell agreement