A properly structured/coordinated estate and business succession plan can provide a successful business transition for an unplanned exit. Life insurance can be the foundation or backstop to many risk management issues for the business owner.
In the meeting, we will dive into a case study to illustrate the various risk management issues business owners face before and after a potential liquidity event.
Discussions will also incorporate the how life insurance can be used to manage these risks.
*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link from MemberExperience@beyondcepa.com. Please ensure you save this to your calendar to access the meeting. If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.
- Identifying the risk management challenges business owners face
- Importance of a properly coordinated estate plan and advisory team
- How Life Insurance can protect the business owner before and after the sale
About the Presenter:
Learn from industry expert, Robert C. Kulle, Jr., President of Heritage Capital Strategies, Inc.Meet the Presenter