Скачать или смотреть Case Studies in Life & Business (REPLAY)

Life insurance is a cornerstone of sound financial planning—for both families and closely held businesses. But when integrated into business planning, it introduces layers of legal, tax, and operational complexity. In this webinar, we’ll explore real-world case studies that highlight how these challenges were identified, evaluated, and successfully addressed.

Attendees will gain insight and better understand why, when and where business owners and high net worth individuals use protection products to protect their future. We share process and support services you can utilize when protecting your business owners. We address the Connolly decision and discuss EOLI regulations.

We will share Key Questions™ and other resources to enhance your conversations and planning process when working with business owners. We will share how we can help with valuations and document reviews for your business owner clients.