PERSONAL REASONS                                                                                                          -Policy is more than 5 years old
      -Positive health change (like quitting smoking)
      -Recently purchased a home
      -Marital status
      -Career change
​      -Change of Income
      -Education Expenses
      -Phase of Life (Accumulation/Protection)
      -Retirement
​      -Inheritance/Estate Taxes



                          
​

​BUSINESS REASONS
     
      -Net Worth of Company
      -Health of Owners
      -Turnover of Employees
      -Status of Previous Agreements
      -Partner Protection 
      -Exit Strategies
​      -Succession Planning
​      -Inheritance Tax
​      -SBA Loan

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