Structured Installment Techniques in an Exit Plan
In this episode of Why We Plan, John Brown interviews Chris Bua, Senior Vice President of Sales at Independent Life, and Chad Ettmueller, Senior Vice President of JCR Settlements, LLC. This interview uncovers the unique and seasoned strategies of structured installment plans and how they relate to Exit Planning. \n\nBoth Chris and Chad attest to the advantage that this type of transaction brings the business owner when it comes to design flexibility, tax savings, and financial security. Tune in to hear how these structured installment sales evolved from personal injury settlements, how they bring value to an Exit Planner\u2019s toolkit, and how the concept gets owners thinking deeply about \u201cwhat\u2019s next for my future?\u201d \n\nLearn more about Structured Installment Sales techniques at the following sites: \n\nIndependent Life: https://www.independent.life/ \n\nJCR Settlements, LLC: https://www.jcrsettlements.com/