Click here for a new client-approved video that can help you educate your clients about the benefits of permanent life insurance. This video can help get a client or prospect engaged ahead of your meeting or reinforce the messages from an in-person meeting or phone call.
As a qualified plan, an employee stock ownership plan (ESOP) is required to repurchase the shares of departing and retiring employees who participate in the plan. One of the most effective ways to help protect the business from both planned and unplanned events with an ESOP is by implementing an ESOP repurchase obligation funding strategy. Learn about this sales strategy here.