Sole Proprietor Buy-sell Plans Today
: Premiums paid as bonuses are taxable income to the employee.
: The buyer (e.g., the key employee) typically owns the policy on the life of the proprietor and is the named beneficiary.
: Typically a key employee , a family member, or even a competitor. sole proprietor buy-sell plans
Life insurance ensures the buyer has the funds to fulfill their legal obligation to purchase the business.
: Death benefits paid to the buyer are generally income-tax-free. : Premiums paid as bonuses are taxable income
: Business-paid premiums are generally not tax-deductible. Essential Plan Components
: Life insurance is the primary funding mechanism because it provides immediate cash when needed to activate the sale. How the Funding Works Life insurance ensures the buyer has the funds
: The business often "bonuses" the premium payments to the employee, who then pays the insurer. Tax Considerations :