Buy Sell Planning


Help clients protect their business – The Principal Way!

Do your clients have a strategy in place to transfer their business to the right people, at the right time, for the right amount of money? A buy-sell agreement with proper funding can be key to helping ensure the people who depend on the future of the business are protected.

Start the conversation

  • Use the quick reference guide with clients to outline the three most common buy-sell options—cross purchase, entity purchase and wait and see—as well as some things to consider.
  • Show this infographic to demonstrate the importance of funding the buy-sell agreement with adequate life and disability insurance.
  • Share business succession in 6 steps with clients to walk them through the steps a heating and cooling company took to ensure their business thrived though a transition in ownership.



About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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