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Which of the following is not true of Disability Buy-Sell coverage?

A) It is designed to fund a buy-sell agreement in the event of a partner's disability
B) The premiums are not tax-deductible for the business
C) The benefits are generally received tax-free by the business
D) It helps ensure a smooth transition of ownership in case of disability

asked
User Theta
by
8.4k points

1 Answer

4 votes

Final answer:

The incorrect statement about Disability Buy-Sell coverage is that the benefits are generally tax-free for the business; they are usually taxable when the business is the beneficiary.

Step-by-step explanation:

The statement that is not true about Disability Buy-Sell coverage is C) The benefits are generally received tax-free by the business. In reality, if the business is the owner and beneficiary of the policy, the disability buy-out proceeds are typically taxable when received by the business. Disability Buy-Sell insurance is indeed designed to fund a buy-sell agreement in the event of a partner's disability (A), and it is accurate that the premiums for this type of insurance are not tax-deductible for the business (B). Also true is that such coverage facilitates a smooth transition of ownership when a partner becomes disabled (D).

It's essential for businesses with multiple owners to have a buy-sell agreement and the accompanying Disability Buy-Sell insurance so that there is a clear, legally binding method for transferring ownership that provides fair compensation to the disabled partner while also ensuring the continuation and stability of the business.

answered
User Zachary Wright
by
7.3k points
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