How can insurance be viewed as a tool to help make a business more ready for sale? When is key man insurance needed? Buy/sell? Data/cyber security? Are there other considerations an owner should be mindful of?
- Give advisors a basic understanding of the insurance needs that exist for business owners
- Educate advisors on insurance tools available for planning purposes
- Discuss considerations for you business owner clients moving forward
Meet the Presenters:
Learn from industry experts Wesley Keating, Business Insurance Advisor, IMA Signiture Select, Adam Truitt, President, Financial Designs Ltd., and Keith Fisher, Principal, Financial Designs Ltd.
Meet the Presenters