Dan Peterson, LLIF, LUTCF, FIC, President and Managing Partner, and Preston French, Regional Vice President with E4, discussed the three things every good buy/sell agreement should have and walk through E4’s Buy/Sell Risk Calculator.

Preston French, Regional Vice President with E4, Doug Bowden, CLU, ChFC, Symetra’s Director, Advanced Sales, and Regional Vice President, Brad Mills, discussed creating opportunities with business owners, including buy/sell options.

Mike Coyle, Sales Vice President from Lincoln, joined Preston French, Regional Vice President for E4, to discuss the ruling on how buy/sell transactions may cause estates to be taxable and dive deeper into the buy/sell conversation.  [...]