Graded Benefit DBO?

Jun 14, 2019

  1. DI Guy
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    DI Guy Expert

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    State:
    California
    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!
     
    DI Guy, Jun 14, 2019
    #1
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