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Home : Planning Your Finances : For Your Business
Taking Care of Personal and Business Needs
You’ve invested time and hard work into your business.
That’s why it’s important that you periodically evaluate
your financial plan, including your life insurance, to
ensure your personal and business goals are still being
met as the needs of your family and business change over
time.
We understand that all business owners have different
needs. To help you better understand your planning needs
and to provide strategies that may be helpful for your
situation, we have categorized our educational materials
into three categories (based on the current phase of
your business). Click on the category that best applies
to your situation:
Phase I: Start Up
I recently started my own business and am most concerned
with cash flow and protecting my family and business.
Phase II: Growth & Maturity
I have been operating my business for some time now and
am more concerned with my retirement needs and having
the flexibility to access money when necessary.
Phase III: Succession Planning
I’m most concerned about business succession and estate
planning.
For more information and help with your business
planning needs, contact a
Transamerica representative.Top of Page
Phase I: Start Up
I recently started my own business and am most
concerned with cash flow and protecting my family and
business.
If you’re just starting out, you’re probably concerned
with issues that involve cash flow as well as strategies
to help protect your family and business. Transamerica
Occidental Life Insurance Company’s life insurance
products offer you the flexibility you need to handle
both.
Here are some educational materials that will help you
better understand our products and identify your
business planning strategies:
Phase II: Growth & Maturity
I have been operating my business for some time now
and am more concerned with my retirement needs and
having the flexibility to access money when necessary.
If your business is already growing strong and maturing,
Transamerica Occidental Life can help you begin to focus
on retirement planning and maintaining flexibility to
access money if necessary.
Here are some materials that can help you better
understand and identify current business planning needs:
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Phase III: Succession Planning
I’m most concerned about business succession and
estate planning.
If you’re getting ready to retire and pass your business
onto the next generation, Transamerica Occidental Life
offers life insurance products that can be an important
part of your estate and business plans.
For more information about why it’s important for you to
have a business continuation plan in place and how you
can help protect your family and business with a
buy-sell agreement and key employee insurance, click on
the following links:
In addition, the following materials can help you
understand how life insurance can be an important part
of an estate plan, setting up a trust, and securing your
retirement.
For more information and help with your business planning needs, contact a
Transamerica representative.
Life insurance products issued by Transamerica
Occidental Life Insurance Company, Cedar Rapids, IA.
OLA 1445 1204
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