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Document Service

Your Northwestern Mutual Financial Network Representative has access to a wide variety of expertise with regard to estate planning, business planning and other advanced planning issues. Attorneys and accountants who work with your representative also have access to this expertise, including a free document service. This service is available by contacting a Financial Representative.

The following are some of the documents available:

  • Life Insurance for Business Agreements
    Our booklet, Business Agreements for Use with Life Insurance, has sample agreements commonly drafted when life insurance is used to fund business agreements, such as business continuation, deferred compensation and split-dollar.
  • Buy-Sell Planning
    The Buy-Sell Planning Manual discusses the pros and cons of various forms of business continuation agreements. It looks at the different legal forms that a business can take and evaluates the buy-sell options of each. Issues that are central to all forms of business succession planning, such as valuation and proper documentation, are also discussed.
  • Guide to Partnerships, LLC and S Corps
    The Northwestern Mutual Guide to Partnerships, Limited Liability Companies, and S Corporations provides insight into the intricacies of these various forms of "flow-through" entities. Topics discussed include employee benefits, buy-sell planning, estate planning concerns for owners and business life insurance issues.

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