PI Financial Services

Buy / Sell Insurance


Every privately held company should have a well-structured Buy Sell Agreement to protect the interests of the owners, partners, and/or shareholders. This Agreement can ensure the orderly transition of the business' interests if an owner or partner passes away, becomes sick or disabled. In these situations, the simplest and most-cost effective method for buying out a partner or co-owner is often through insurance.

Our company has considerable experience in reviewing Buy/Sell Agreements, and ensuring the necessary life, critical illness, and disability insurance coverage is in place to fund the buyout of a partner / owner.

Call us today to discuss your Buy/Sell insurance needs!