Our Services

Business Succession Planning

Business Succession Planning incorporates the use of specially designed life insurance products to meet the unique needs of businesses and their owners.  We offer consulting to help businesses identify key employees, design plans, and make product recommendations to fund :

  • Ownership Transfers (Buy/Sell),
  • Business Succession Agreements
  • Survivor Agreements
  • Debt collateralization life insurance coverage
  • Specialized disability programs for key employees and business buyout funding
  • ESOP liabilities,
  • VEBA unwinds,
  • and supplemental employment agreements.

Please contact us if you would like more information or would like us to help you fund or set up one of these programs.

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FINRA broker check Securities offered by The Tavenner Company 4910 Old Mechanicsburg Road, Springfield, Ohio 45502 Telephone: 800-543-6922 Member of FINRA-SIPC-MSRB.

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