In times of uncertainty protecting the business, retaining control or key man replacement concerns take up an important place in business owners life. Planning the future, setting up succession plans or preparing the handover to the next generation must be considered.
Liquidity planning can be an answer to these concerns. With the promise of additional liquidity during succession, you can make decisions about the future of your business with confidence.
Swiss Life has a longstanding expertise in liquidity planning and can support you with flexible solutions.
This quarter we explored challenges that entrepreneurs and business owners are facing and how flexible life insurance solutions can offer freedom of choice and financial confidence.
At a glance
66% of business owners don't have a succession plan in place (1)
It's time to act now!
75% of upper middle market businesses will change hands in the coming decade
The great wealth transfer is under way!
(1) 2021 Knight Frank Wealth Report