In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

A version of this article originally appeared in the September 2019 edition of Estate Planning. Buy-sell agreements are critical when dealing with a closely held business and yet often ignored or ...

You’re a life insurance agent working in the business market. Today’s going to be a busy day, as you’ll be meeting with two prospective clients. Each prospect is a successful closely held business.

There are two significant reasons for a client to have an updated and funded buy-sell agreement. One is to allow the surviving partner to maintain sole control of the business if one of the owners or ...

Many closely held businesses have shareholder buy/sell redemption agreements. These agreements are critical to maintaining business continuity when a key shareholder exits the company. When the ...

It is not often a business can offer its employees a benefit that in the long run costs little or nothing. Split-dollar life insurance is a clever way to allow management to provide a key worker ...

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While the healthcare industry grapples with data breaches and privacy and security regulations, there are common pitfalls that are easy to run into without proper planning. Erin Whaley, a partner at ...

SSM Health and UnitedHealthcare (UHC) have secured an insurance agreement to keep patients in-network on Tuesday. The two companies have signed a multi-year agreement to continue caring for more than ...