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Small Business Tip of the Week

MetLife Mid-Atlantic Financial Group 

For business owners who are in business with a partner, a buy-sell agreement should be a fundamental part of your business succession plan. Have you reviewed your buy-sell agreement lately? As your business grows, buy/sell agreements should be reviewed to make sure they are funded by the proper amount of life insurance.  Ask yourself and your business partner "do I want to be in business with my partner's spouse/family?".

A buy-sell agreement helps establish business value, identifies a buyer, provides funding instructions, establishes a procedure and requires the estate to sell. Your team, including your financial professional, estate and business planning attorney, accountant and business appraiser should all work together to determine a strategy that is right for you and your business.

Tip courtesy of Paige Quilter, Financial Services Representative with MetLife Mid-Atlantic Financial Group, 6641 West Broad St Suite 404 Richmond, VA 23230. (804)282-7522 x139 

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  • MetLife

    MetLife

    Company Profile MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving 90 million customers in over 60 countries. Through its subsidiaries and affiliates,More >>
    MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving 90 million customers in over 60 countries.More >>
  • Paige Quilter Bio

    Paige Quilter Bio

    My goal is to be an excellent resource and educator in the broad spectrum of Financial Services for my clients.  I take a broad approach by viewing my client's complete financial picture.More >>
    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.More >>

About the Expert: Paige Quilter

Financial Services Representative

6641 West Broad Street
Suite 404
Richmond, VA
(804)282-7522 x139
pquilter@metlife.com

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in     VA, WV, NC, MD, NY, MA, NJ
  • Registered to offer securities products in        VA, WV, NC, MD, NY, MA, NJ
  • 1 Time Leaders Conference Qualifier
  • 4 times qualified Million Dollar Round Table

PERSONAL

  • Lifetime resident of Richmond, VA
  • Family, married with 3 daughters
  • Hobbies: Gardening, Cooking, Reading and charity/volunteer work.

ORGANIZATIONS

  • Member of NAIFA
  • Board member R&D Circle Center Adult Day Services.
  • Past President Richmond Jr. Women’s Club
  • Past VP Lee District Jr. Women’s Club
I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ 08873. Metropolitan Life Insurance Company(MLIC). Securities products offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC), both located at 200 Park Avenue, New York, NY 10166. EGA, MLIC & MSI are MetLife companies.
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