Looking for additional IDI sales opportunities?
Our complimentary buy-sell review and informal business valuation are great ways to approach business owners.Learn more
Disability Buy-Out Insurance
Disability Buy-Out (DBO) insurance funds a buy-sell agreement to buy out a totally disabled business owner. This coverage maximizes the financial return when a business is transferred, while minimizing tax liability.
Select a product series from the left navigation to learn more.
Policy form: HH703, HH794
Key materials listed below.
Business Planning Services fact finder - IDI version (Customizable) (BB10847C)
This client piece shows the business planning services process in a flowchart format and includes fact-finding questions.
Approach Letter about Disability Buy-Out insurance (DI9191)
For business owners. This letter shares how Disability Buy-Out Insurance can help fund a buy-sell agreement..
KPR and DBO working together for business continuation needs (JJ1844)
This piece is directed to business owners. It shows how KPR and DBO can work together to ease the transition after an owner becomes disabled.
View (PDF) • Order