TO REACH YOUR PEAK, YOU NEED A PLAN















  • This area of planning addresses the need to plan for business succession between partners, shareholders and generations. Many businesses have been forced to close their doors because they never bothered to address the question of "What would happen to our business if something happened to one of us."

  • This area of planning usually addresses the methods and means to divide up or purchase one's interest in the company upon death, disability, divorce or general divide among the principals.

    • These products and services may include:
    These products may include:

    • Disability Buy-Out insurance (specific insurance that addresses this need)

    • Disability Buy-Out life insurance (some products automatically adjust the death benefit based on a predetermined formula the company designs. Increases and potential decreases are based on the business value and they will offered to the executive even if the health situation has changed.)

     

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    These services are offered by Peak Planning Group, LLC, and are not a service of Raymond James Financial Services, Inc.