Seven Reasons a Business Owner

Needs Life Insurance


Seven Reasons a Business Owner
Needs Life Insurance

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.


Learning Objectives:

  • 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.



Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter

Steven J. Beatty, CEPA

Steven J. Beatty, CEPA

Financial Solutions for Business

Contact Steven

  • Father of three amazing kids
  • Married nearly a quarter Century to Hilde, a woman I met on an exchange program in Norway
  • Lived in Las Vegas for 26 years, grew up in Newport Beach
  • Graduate of UC San Diego
  • Top of the Table 9 times, Life and Qualifying Member of MDRT Hall of Fame
  • Work with high net worth business owners nearly exclusively since 1994
  • Happy to be a FORMER TPA owner

Connect with the Presenter: Financial Solutions for Business  |

Website:  |Email: Connect with Steven