CALENDAR
The value of your Business
or Practice will plummet
in the event of your
premature death.
However, while you are alive, it is often possible to arrange
for a company to pay your heirs the full value that you place
on your Business or Practice today.
Here’s how it works if you qualify:
1. Each year, you deposit a small percentage of the value
of your business/practice into an escrow account. Year
by year, a growing percentage of the escrow account will
be available to you as collateral should you need a loan for
your business or practice. This escrow account is used as
part of the full value when the owner dies.
2. Should you be disabled for 6 months or more prior to age
60, requirement for your deposit will be waived during your
disability. However, the account will grow as though you
had made your deposit.
3. After several years, should you not die prior to wanting
to sell or close your business or practice, you will have three
choices:
a) You can receive the bulk of the deposits you made or,
b) Leave the escrow account for your heirs to receive all
of your deposits plus interest at your death.... tax free....
or,
c) Continue the program as though you were still
working
4. In the event of your death while this agreement is in
being, the company will pay to your heirs the full value you
establish today of your business or practice.
5. In addition to paying said value, the company will allow
your heirs to keep and own or sell your business or practice
for what they can get, if anything.
JULY 31 ▪ 2015
This program will be
100% insured in your behalf.
AJT
2
Call, text or e-mail
404-725-4841
Mayer Smith CLU ChFC LUTCF
smithmayerruthg@bell ͽ