Sample Agreements
Business and Advanced Solutions provides sample agreements to support the business solutions listed below. To access the sample agreements, click on the following links to view agreements for each of the following topics. (Login required.)
Business Protection
- Key Person Resolution (BB10451) (DOC)
Business Succession
- Business Continuation General Partnership (BB10994) (DOC)
- Corporate Cross Purchase (BB10984) (DOC)
- Corporate Section 303 Stock Redemption (BB10987) (DOC)
- C corporation Entity Purchase Agreement (BB10992) (DOC)
- Partnership Cross Purchase (BB10988) (DOC)
- LLC taxed as Partnership Entity Purchase Agreement (BB10989) (DOC)
- S corporation Entity Purchase (BB12417) (DOC)
- LLC taxed as S corp Entity Purchase (BB12418) (DOC)
- One-Way Buy-Sell Agreement (BB10990) (DOC)
Disability Insurance
- Salary Continuation (BB11005) (DOC)
- Executive Bonus (BB11006) (DOC)
Key Employee Retention & Retirement
- Bonus (Tax Exempt) (BB11007) (DOC)
- Bonus Sample Agreement (BB10441) (DOC)
- Death Benefit Only (BB12467) (DOC)
- Death Benefit Only (Tax Exempt) (BB12468) (DOC)
- Deferred Comp – Defined Contribution and 457 Engagement (BB10291) (DOC)
- Deferred Comp – Select Reward (Tax Exempt) (BB11009) (DOC)
- Deferred Comp – Select Reward Plan (BB10999) (DOC)
- Deferred Comp – SERP Adoption (BB11130) (DOC)
- Deferred Comp – SERP Board Resolution (BB12165) (DOC)
- Deferred Comp – SERP Plan Document (BB111131) (DOC)
- Endorsement Split Dollar (BB10998) (DOC)
- Endorsement Split Dollar (Tax Exempt) (BB11008) (DOC)
- Loan Split Dollar (BB12277) (DOC)
- Loan Split Dollar (Tax Exempt) (BB12278) (DOC)
Legacy & Estate Planning
- Irrevocable Trust – Survivorship (BB10898) (DOC)
- Irrevocable Trust – With Life Insurance Provision (BB10899) (DOC)
- Private Split Dollar Economic Benefit Agreement – Survivorship UL (BB10902) (DOC)
- Private Split Dollar Economic Benefit – Single Insured (BB10901) (DOC)
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