Midland National® Life Insurance Company
Sales Concept:
Buy–Sell
A buy-sell agreement funded with life insurance could help protect your business clients from unintended or unwelcome transfers of ownership or heirs being stuck with an inheritance they can’t use.
Life insurance is a cost-efficient and relatively simple way to fund a buy-sell agreement. Funding through life insurance is potentially guaranteed and is also generally tax free.
Consumer Brochure
Opens in a new window.Case Study
Opens in a new window.Opportunity Tracker
Opens in a new window.Buy–Sell Checklist
Opens in a new window.Buy Sell Client One-Sheet
Opens in a new window.Buy-Sell Agreement: Consumer Video
Buy-Sell Forms
View and download the below forms for Entity Purchase and Buy-Sell LLC case designs to submit alongside the application, to help alleviate the need to go back to your client for additional requirements. The Business Insurance Supplement to Application form is also required; please use the version approved for your state on Smart Forms.
Notice of Employer Intent (COLI)
Opens in a new window.Certification of Business Signing Authority
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Sales Concept:
Executive Bonus
Sales Concept:
Key Person
Death benefit guarantees are subject to premium payment requirements.
Neither Midland National nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements.
Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including Midland National® Life Insurance Company. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Midland National Life Insurance Company.
As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that Midland National does not require you to use any of these sales concepts; they are resources that can be used at your option for your own individualized sales presentations if appropriate for the particular client and circumstances.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
917MW‑8
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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