Funding Buy Sell Agreements

Most traditional disability buyout contracts begin to remove benefits at age 60 and terminate at age 65 leaving Partners and Shareholders without coverage.

The MB Group can design buyout coverage often through age 75 with coverage issued on a guaranteed issue basis (proof of insurability is NOT required) for a few as 3 participants.

In addition, many advisors do not address funding buy sell agreements in the event of a disability.

This unfunded liability can create a substantial financial burden when a disability occurs.

OUR VALUES

To meet the unique needs of each of our clients, customizing products to protect their incomes and their lifestyles.
For nearly 40 years we have promised to always provide the best quality solutions meeting our clients’ needs without regard to our personal financial interest.
Each of our clients has a unique concern he/she is looking to protect. We approach each opportunity with an open mind as to which solution will best serve our clients.
2022-02-06T11:31:01+00:00