© 2015 National Life Group ® National Life Insurance Company ® | Life Insurance Company of the Southwest ® National Life Group is a trade name of National.

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Presentation transcript:

© 2015 National Life Group ® National Life Insurance Company ® | Life Insurance Company of the Southwest ® National Life Group is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX and their affiliates. Each company of NL Group is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in New York and does not conduct insurance business in New York. This information is not intended as tax or legal advice. For advice concerning your own situation, please consult with your appropriate advisor. TC83787(0815)3 DOES THIS CONCERN YOU? BUY SELL SITUATIONS

OVERVIEW 2 NO BUY SELL 1 UNFUNDED 2 UNDERVALUED 3

NO BUY SELL

© 2015 National Life Group ® YOUR FAMILY PRODUCTS AND SERVICES BUSINESS COSTS PROFITS OWNERS / KEY PEOPLE Income Benefits Business Value

© 2015 National Life Group ® YOUR FAMILY Income Benefits Business Value OWNERS / KEY PEOPLE ? LOOK TO.. The Business The Co-Owners Strangers

© 2015 National Life Group ® AT THE SAME TIME

© 2015 National Life Group ® YOUR FAMILY PRODUCTS AND SERVICES BUSINESS COSTS PROFITS OWNERS / KEY PEOPLE Income Benefits Business Value ?

YOUR BUSINESS YOUR FAMILY

© 2015 National Life Group ® NO BUY SELL…DOES THIS CONCERN YOU?NEXT STEPS

An Unfunded Buy Sell… Should This Concern You?

© 2015 National Life Group ® YOUR FAMILY PRODUCTS AND SERVICES BUSINESS COSTS PROFITS OWNERS / KEY PEOPLE Income Benefits Business Value

© 2015 National Life Group ® YOUR FAMILY Income Benefits Business Value OWNERS / KEY PEOPLE

© 2015 National Life Group ® AT THE SAME TIME

© 2015 National Life Group ® YOUR FAMILY PRODUCTS AND SERVICES BUSINESS COSTS PROFITS OWNERS / KEY PEOPLE Income Benefits Business Value ?

© 2015 National Life Group ® AN UNFUNDED BUY SELL…SHOULD THIS CONCERN YOU? NEXT STEPS

© 2015 National Life Group ® AN UNDER VALUED BUY SELL… SHOULD THIS CONCERN YOU?

© 2015 National Life Group ® YOUR FAMILY PRODUCTS AND SERVICES BUSINESS COSTS PROFITS OWNERS / KEY PEOPLE Income Benefits Business Value $1,000,000 $500,000

© 2015 National Life Group ® YOUR FAMILY Income Benefits Business Value OWNERS / KEY PEOPLE $500,000

© 2015 National Life Group ® YOUR FAMILY Income Benefits Business Value OWNERS / KEY PEOPLE $500,000 $125,000 UNFAIR LAWSUIT

YOUR FAMILY Income Benefits Business Value $500,000 $125,000Revalued? PRODUCTS AND SERVICES BUSINESS COSTS PROFITS OWNERS / KEY PEOPLE $1,000,000

© 2015 National Life Group ® AN UNDER VALUED BUY SELL…DOES THIS CONCERN YOU? NEXT STEPS