Description
Overview:
Unexpected disabilities can threaten the stability of a business, leaving owners and employees vulnerable. This webinar will explore how Disability Buy-Sell Agreements help ensure business continuity, provide financial security, and avoid forced liquidation when an owner becomes permanently disabled.
Key Topics:
✅ The Risks of Disability for Business Owners – Understanding the financial impact on the owner, employees, and family.
✅ Types of Disability Buy-Sell Agreements:
- Sole Proprietor Insured Disability Buy-Sell Plans
- Partnership Cross-Purchase & Entity Purchase Plans
- Corporate Insured Cross-Purchase & Stock Redemption Plans
✅ Funding the Agreement – Cash, installment payments, loans, or disability buy-out insurance.
✅ Tax & Legal Considerations – Structuring agreements for compliance and efficiency.
✅ How Disability Buy-Out Insurance Works – Ensuring liquidity when a business owner can no longer work.
✅ Live Q&A with Experts – Get practical insights and strategies for your business.
Meet Your Hosts & Contact Information
📌 Jason Duffaut, CFP®, CAP®, CPFA®, CEXP®
📧 Email: jduffaut@mfplanners.com
📞 Phone: 726-727-6582
📌 Kenneth Hamilton, CFP®, RICP®, CDFA®, CSSCS®
📧 Email: khamilton@mfplanners.com
📞 Phone: 726-727-6583
📌 Matt Donaghue, CFP®, CLU®, CLTC®, AIF®, AIFA®, PPC®, NSSA®, RICP®
📧 Email: mdonaghue@mfplanners.com
📞 Phone: 726-727-6581
What You Need to Do
📩 Check Your Email: You’ll receive a reminder with the Zoom link and additional resources before the session.
🖥️ Prepare Your Questions: Have any disability buy-sell planning or insurance-related questions ready for the Q&A.
📚 Download Resources: Any worksheets or materials will be shared during the session.
💡 Ensure your business is protected—Join us on April 23!
For additional information, feel free to contact any of the hosts directly. We look forward to seeing you there!
Date and Time
Wed, Apr 30, 2025
12:00p - 1:00p CST