0      0

PFP2322 - Risk Management for Business Owners

‐ Jun 6, 2023 11:25am

Business owners wear many hats, but we work hard to help them slow down, focus on goals, and make sure they are strategically working toward their goals. Let's focus on the highest value risk management conversations we can lead our business owner clients through key person coverage, buy sell strategies, group insurance, and tax favorable utilization of Long-Term Care coverage through an entity. Additionally, we will cover the unique differences in risk management for family-owned businesses and long-term estate equalization.

Learning Objectives:

  • Business owner strategies
  • Key person/ Buy sell
  • Group Insurance Solutions





Concurrent Session Onsite and Online

You must be logged in and own this session in order to post comments.