BUSINESS EVALUATION - BUSINESS ESTATE PLANNING
HOW DO YOU PROTECT THE REAL VALUE OF YOUR BUSINESS?
Dear (Customer Name):
When a business owner dies, there are big expenses involved, whether or not the business is continued. Taxes and administrative cost must be paid. And if a business is sold without proper planning, the sale might be disorganized, and the owner's heirs might not get a fair settlement.
This need not happen. A specially trained (Your Agency Name) representative can help you and your accountant estimate the true value of your business, including your own value to the business.
Working with your attorney, (Your Agency Name) determines the amount of Life insurance you need. Then, if you die, the money will be there to help pay taxes and administrative costs. Your business will continue, or if it is sold, your family will receive the full value.
May we tell you more about this very important business consideration? We'll call you ( ) to set up an appointment.
Sincerely,