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How life insurance can help business-owning clients

There are unique challenges and risks a business owner needs to consider when transitioning a business to a third party.

  • Maximizing the value of the company for the sale

  • Retaining and motivating key employees through the change

  • How long key employees remain with the company after the transition

If you have clients who are business owners and may be considering a transfer of ownership, our resources and experience can back you up in helping them navigate this change and mitigate risks.

Get started with our new video

Our Advanced Markets team has identified three important steps to a successful family business transition – and how life insurance can play a role in the process.

Allianz Broker: Patina Grant

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