As many of you know, Dan Sparta is Axial Benefit Group's dedicated financial planner for our clients.
Over the last 3 years, Dan has been working with many of our executives and owners on matters of individual finances and estate planning. Dan has been a great addition to our staff and will become an important contributor on our blog for things that you may not be thinking of while you are focused on running your business.
He recently put together a nice piece regarding Funding a Buy-Sell Agreement between partners or owners with life insurance. I have personally shared this with some of our clients and they though it a helpful piece so we are re-posting it here for all to read. hope you enjoy.