Life Insurance Planning: Preparing for the “Unplanned Exit” Before and After
Your Liquidity Event

CONEJO VALLEY CHAPTER EVENT

Life Insurance Planning: Preparing for the "Unplanned Exit" Before and After Your Liquidity Event


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.

 

Learning Objectives:

  • 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

 

Thank You to Our Sponsors:

Esther Hopkins  
Heritage
Singer Lewak LACG Morton Capital

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIConejoValley.org.

About the Presenter


Robert C. Kulle, Jr.

Robert C. Kulle, Jr.

President of Heritage Capital Strategies, Inc.

Meet Robert C. Kulle, Jr.

As President of Heritage Capital Strategies, Robert has spent 20+ years working with business owners and affluent clients to identify the best life insurance products and funding options to accomplish their risk management and planning objectives.

Robert’s analytical background as a former math teacher, affiliation with M Financial, and highly experienced team offer a competitive advantage in the life insurance marketplace.  Robert built HCS with a commitment to new clients and existing clients.  Robert is committed to post sale customer service/policy review and has built a team at HCS that brings over 60+ years of experience, knowledge, and relationships that shares the commitment required to manage approx. $1.5 Billion of Death Benefit for clients.

Robert grew up in Endicott, NY and attended Le Moyne College in Syracuse, NY where he played college baseball.  He was drafted out of college by the Cleveland Indians organization and had a brief stint in professional baseball.  Following his baseball career, Robert obtained a Master’s degree from Binghamton University and was certified to teach mathematics grades 7-12.  In 1998 Robert left his teaching position at North Syracuse High School to relocate to Dallas and pursue a career in financial services.  Robert and his wife relocated to California in 2004 where he started HCS.

Robert, his wife Stephanie and their two children live in Newbury Park, CA.  They are active members of Sherwood Country Club and support their local community, public school and sports programs as well as various philanthropies