6 BOLD Strategies for Business Owners

Having a plan in place is critical for owners exiting their business

Whether a client is starting a new business or retiring from a long–established company, a business succession strategy can help them realize the full value of their work.

While there is no one–size–fits–all solution, understanding a client’s business and goals is key to implementing the right buy–sell strategy. Our Business Owner Life-stage Design (BOLD) campaign offers financial professionals the tools they need to determine the best arrangement for their clients.

To learn more about our six business succession strategies and more, visit securian.com/BOLD.