PSS Life Solutions
Buy-Sell Funding
Life insurance can be used as part of a buy-sell strategy to help business partners plan for ownership transitions if something unexpected happens.
PSS Life Solutions
What This Covers
Ownership Transition
Help fund the purchase of a departing partner’s share.
Fair Valuation
Pre-agreed terms for business value.
Family Protection
Help ensure the departing owner’s family is compensated.
Business Continuity
Help keep the business running smoothly.
Clear Plan
Avoid disputes with a funded agreement.
Who This May Fit
Business Partners
Co-owners with buy-sell agreements.
Multi-Owner Businesses
Companies with 2+ owners.
Family Businesses
Succession planning between generations.
Closely-Held Companies
Private businesses with few owners.
Things to Consider
Agreement Type
Cross-purchase vs. entity purchase.
Valuation Method
How is the business value determined?
Funding Mechanism
Life insurance vs. other funding.
Ownership Structure
Who owns the policies?
Legal & Tax Advice
Consult professionals for setup.
How PSS Life Helps
Understand Your Goal
We start by learning what you want to protect.
Explain Your Options
We walk through the coverage types in plain language.
Compare Available Solutions
We help review options that may fit your needs.
Support the Next Step
We help you move into a quote request or advisor conversation.
Related Solutions
Ready to find the right direction?
Answer a few simple questions and connect with a PSS Life advisor who can help you review your options clearly and without pressure.