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Funding Your RIA’s Buy-Sell with Life Insurance Just Got Much Harder - Mercer Capital
https://mercercapital.com/riavaluationinsights/funding-your-rias-buy-sell-with-life-insurance-just-got-much-harder/
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As long as I can remember, RIAs and other closely-held businesses have used corporate owned life insurance to fund redemption provisions in buy-sell agreements. That practice is now in doubt, as the U.
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