Glossary Term

Entity Redemption Agreement

Entity-Purchase Agreement

An entity redemption agreement is a buy-sell structure where the business itself owns the life insurance policies on each owner, and uses the proceeds to redeem — buy back — a deceased owner's shares directly.

Unlike a cross-purchase agreement, individual owners never personally hold policies on each other. The business is the policyholder, the premium payer, and the party that completes the buyout.

In Plain English

The company itself insures each owner and buys back a deceased owner's shares directly — simpler to administer than having every owner insure every other owner personally, especially with three or more owners.

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Entity redemption vs. cross-purchase, and which fits your business.

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