Schwartz Brothers Insurance & Schwartz Benefit Services, Inc.
  • 500 West Madison Street, Suite 2700
    Chicago, IL 60606
  • Phone: (312)-630-0800
  • Fax: (312)-630-0833


Business Succession Planning

Like most business owners, your business has offered you the opportunity to build an asset of considerable value. This asset also generates a stream of income that supports you and your family. Schwartz Benefits Services designs business succession plans to help ensure that your business remains intact upon retirement, death or other triggering event.

When creating a Business Succession Plan one should consider

  • the impact your death or disability would have on the value of your business,
  • Whether your estate would have sufficient liquid assets to pay estate taxes and other settlement costs, and
  • the income stream that you and your family receive from the business and the impact of a succession plan on the income.
Business Succession Planning

Without a business succession plan, your business could be forced to liquidate or sell at a reduced value. As a part of your plan to preserve the value of your business at your death or disability, here are questions to consider:

  • Should the business be kept in the family?
  • Are there other family members outside the business who share an equal portion of your estate?
  • Should the business be sold to a co-owner, an employee or an outsider?
  • Should the business be liquidated?

During the creation of a business succession plan we help you evaluate which of these alternatives is most appropriate for your situation, and by funding your plan with life insurance you can help ensure that your business succession goals become reality.

Contact Schwartz Benefit Services today and allow our team of experts to create a business succession plan that can meet all of your business planning needs.


500 West Madison Street, Suite 2700, Chicago, IL 60661   Phone: (312)-630-0800   Fax: (312)-630-0833   Email:

Securities offered through NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Schwartz Benefit Services, Inc. is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp. the parent company of NFP Securities, Inc. Schwartz Brothers Insurance is an affiliate of Schwartz Benefit Services, Inc. Schwartz Brothers Insurance is not affiliated with NFP Securities, Inc.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

All guarantees are based on the financial strength and claims paying ability of the issuing insurance company, who is solely responsible for all obligations under its policies.

NFP Securities, Inc. does not offer legal advice


©2011 Schwartz Brothers Insurance. All rights reserved.