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Funding Buy-Sell Agreements

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A buy-sell agreement is a legally binding contract between co-owners that governs the purchase or sale of their business if one co-owner dies or leaves the business, whether by force or by choice. The agreement stipulates how and to whom the business can be sold. A funded cross-purchase buy-sell agreement leverages life insurance to help fund the purchase of the remaining share of a business in the event that a co-owner dies. The life insurance payout is used to help the existing owner buy out the deceased owner’s share (typically from the deceased owner’s spouse, other family member, or creditors).

821 East Southeast Loop 323, Suite 500
Tyler, TX 75701

Office: 903-372-4924
Roseann@restradafinancail.com

“But those who hope in the LORD will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint.”
- Isaiah 40:31 -
Disclosure

Roseann Estrada is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #15947153), AZ, CA (CA Insurance License #0I01744), CO, DE, FL, GA, LA, MD, MO, MS, NM, NV, OH, OK, OR, PA, SC, TX, and WA. No insurance business may be conducted outside the states referenced.

Roseann Estrada is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 821 E Southeast Loop 323 Ste 500, Tyler, TX, 75701, 903-372-4924. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, NM, OH, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Roseann Estrada is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DE, NM, OH, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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