Skip to main content

Glossary · Your money in the deal

Death benefit

In short

The payout from a life insurance policy to your beneficiaries upon your death. For a buyer getting an SBA loan, this isn't directly relevant to funding, but the policy itself might be collateral.

What it means in a deal

While the death benefit isn't a source of funds for your equity injection, the life insurance policy itself is often assigned to the SBA lender as collateral for the loan, especially if you're a key principal. This protects the lender if you die before the loan is repaid. The focus for the buyer is usually the Cash surrender value as a source of funds.

Official sources

13 CFR Part 120 — Business Loans

Office of the Federal Register · Federal regulation

SOP 50 10 — Lender and Development Company Loan Programs

U.S. Small Business Administration · SBA Standard Operating Procedure

Last checked 2026-06-15. Official sources control — verify before relying on any rule for a live deal.

Common questions about Death benefit

← Browse all glossary terms

Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.

Figure out your down payment and equity injection

Tell us your purchase price and how you're funding the down payment — we'll sanity-check the equity injection and show what lenders will actually accept.

Free · No documents · Usually same-day

Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.

Scroll