Community Economic Development Fund

I Never Expected My Business Partner to Die

Live webinar

Free but registration required.

        Karen Tessman

Even more inevitable than taxes, businesses can also face existential risks when a partner or employee essential to the operation passes away. Coming off a pandemic it has become abundantly clear why prudent planning for unwelcome events like death, incapacity or unexpected retirement are important.

Learn how insurance can help by understanding these established solutions.

  • Cross purchase agreements
  • Stock redemption agreements
  • "Wait and See" agreements
  • Key person insurance policies
  • Section 162 bonus plans

Karen Tessman is an Agent for State Farm with a career built on understanding the needs of small business owners. As a business owner herself, and with decades of experience assessing risk as a lender and insurance specialist, Karen helps her clients avoid perils by listening and providing realistic options.


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