Life insurance is an essential tool in business planning and not just in the exit plan. We will be discussing the top seven uses of life insurance in a business plan.
- Understand the pyramid of an Ultimate Business Owner
- Learn how each aspect of the pyramid is integrated into the overall business plan
- See how Long-Term Care can fit into the Financial Security Plan
- Learn the basics of Premium Financing
About the Exit Planning in Action Series:
This webinar series is full of deep dive case studies and real-life stories from the field. Learn how the Value Acceleration Methodology is implemented with business owners in both the early stages (pre-client) and the exit planning and value growth processes (client stage). Experts will introduce their stories and utilize case studies to dive deep into specific exit planning ecosystem topics over the course of a two-hour interactive and engaging virtual session.
The EPI Exit Planning in Action Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.