Retirement Planning Strategies for Business Owner Clients

Retirement planning for business owners goes beyond buy-sell planning. In this video, we explain how financial professionals can help business owner clients prepare for retirement by looking at both personal retirement savings and the business itself. Learn how to align retirement timing, business exit options, and income sources into one clear retirement plan. This video series is intended for financial professionals to provide education. The material contained in this document is based on Penn Mutual’s understanding and interpretation of current law and laws may vary by state. Penn Mutual and its financial professionals and representatives may not give legal or tax advice. You should consult with and rely on your own independent legal and tax advisors regarding your particular set of facts and circumstances. 8701390NS_JAN28

Added 21 Apr 2026