Help busines owners see the value of using life insurance when planning for the future of their company.

Mutual of Omaha offers a compelling approach to business continuation planning — helping owners protect what they’ve built and ensure a smooth transfer of ownership when it’s time to step away. Whether the transition is planned or unexpected, this strategy offers a reliable way to fund a buy-sell agreement and preserve the stability of the business.

Why Bring This Up Now?

• Many business owners don’t have a succession plan

• Even fewer have a funded plan

• Life insurance can offer the liquidity needed to execute a smooth transfer

• Certain policies may also offer living benefits and accessible cash value over time

A Flexible Asset for Business Owners

The cash surrender value of a permanent policy — such as Indexed Universal Life — can provide flexibility beyond death benefit protection. It may help support business needs such as future buyouts, supplemental retirement income, or emergency cash flow.

Who to Talk To:

• Business owners with one or more partners

• Entrepreneurs nearing retirement or thinking about succession

• Clients without a formal, funded buy-sell agreement

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