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Preparing for Transitions

Transition Preparations

Make Good Decisions Today for Good Transitions Tomorrow

A business goes through many transitions, such as benefit program changes, enhancements or conversions, ownership changes and retirements. The companies of OneAmerica® can help you navigate these changes with its personalized services and suite of products.

Browse these articles for help with business valuation, buy-sell agreements, succession planning and more. Or, let the companies of OneAmerica direct you to a financial professional for personalized assistance.

 

New Retirement Plan Provider

Follow these suggested tips and guidelines to make transitioning your retirement plan to a new provider more manageable.

PREPARE TO TRANSITION

Succession Planning for Your Business

Did you know that up to $30 trillion — much of which is business assets — will be transferred to those born between 1976 and 2000 over the next 15-20 years?

WHAT'S YOUR PLAN?

Funding a Buy-Sell Agreement

life insurance as a funding vehicle can simplify the agreement’s administration while also offering other benefits to the company and the insured person’s estate.

LIFE INSURANCE OPTION

Advantages of an ESOP

An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan. ESOPs have a number of significant benefits for selling shareholders, the company and employees.

BENEFITS AND CONSIDERATIONS

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NOTE: Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.

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