Graded Benefit DBO?

DI Guy

Expert
52
Hi guys!

Does anyone know of a product for this scenario:

Two brothers will be taking over the family business. They currently own 50% combined between them and each year they will be "gifted" another 10% until they own 100% combined between them.

We need a disability buyout product that will follow their increasing buyout value as their ownership increases each year.

Thank you for your help!
 
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