Insurance Considerations for Business Owners

ROCKY MOUNTAIN VIRTUAL CHAPTER EVENT

Insurance Considerations for
Business Owners


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?

 

Learning Objectives:

  • 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

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Rocky Mountain 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.EPIRockyMountain.org.

About the Presenters


Wesley Keating

Wesley Keating

Business Insurance Advisor, IMA Signature Select

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Adam Truitt

Adam Truitt

President, Financial Designs Ltd.

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Keith Fisher

Keith Fisher

Principal, Financial Designs Ltd.

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