The U.S. Supreme Court's recent ruling in Connelly v. United States (June 6, 2024) has impacted business owners with life insurance-funded buy-sell agreements, particularly entity purchases and stock redemptions. This decision reverses long-standing principles, requiring a reassessment of business succession plans.

To help navigate these changes, Securian Financial has developed the following resources to address implications with business-owner clients:

• Client email template: Copy/paste the content from this template into your email & send to your business-owner clients.

• Connelly financial professional flyer: This flyer explains the Connelly decision and its impact on business succession plans.

• Consumer white paper: For those times the client asks: “Do you have something I can read through?"

• Post-Connelly business succession fact finder

For more details, visit Securian’s BOLD microsite: www.securian.com/bold.

Copyright © 2024  3 Mark Financial, Inc., All rights reserved.

Our mailing address is:
marketing@3markmarketing.3mark.email

Want to change how you receive these emails?
You can unsubscribe from this list.