Advanced Planning's Jim Barbee discusses a recent agribusiness case. The agent used Advanced Planning's business valuation service to value a farm and placed a policy on the farm owner to facilitate the transfer of the business to the farmer's daughter (with premiums paid by the farm). The agent placed a second policy on the farmer to create additional estate wealth that could be passed on to the farmer's son. Because the death benefit on the second policy was equal to the value of the farm, the farmer was able to equalize the inheritances he was leaving to his two children.

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