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The newest business continuity agreement - the life insurance LLC

Stephen O. Rothschild, CLU, ChFC

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The Life Insurance LLC is the newest, premier, but often underutilized ownership methodology for business continuity/buy-sell agreements. Once you master it, it can be used as a prospecting tool for business owners and their advisors. Rothschild explains the best, creative structure for multi-owner business continuity (buy-sell) funding using a technique that overcomes the disadvantages of cross-purchase and entity redemption arrangements. It also has the flexibility of keeping all the life insurance proceeds from being included in the owners’ estates.

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