Make Insurance Work for You

EXIT PLANNING INSTITUTE WEBINAR

Make Insurance Work for You


A business’s most catastrophic risks are the ones that are the least likely to occur. Learn how to mitigate against devastating risk; and by doing so, create an investment opportunity for business succession.

Learning Objectives:

  • Discover how to procure insurance coverage for low probability yet high severity risk
  • Secure an investment opportunity through your own good risk management
  • Explore tax efficient practices to create a profit center

Thank You to Our Sponsor:

 

BEST INDUSTRY CONTENT

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.

Want to showcase your expertise and teach on an EPI webinar? Contact EPI to learn more.

About the Presenter


Mark Sims

Mark Sims

President of Global Business Development

Meet Mark Sims:

Mark Sims is President of Global Business for Madison Insurance Group. With more than 25 years of experience, Mark is an expert in the field of enterprise risk management and insurance consulting. In his role as President, Mark helps businesses ensure catastrophic risk and employee benefit programs, converting premiums into financial assets through Private Insurance Strategies. Since joining MIG in 2000, Mark has worked closely with tax attorneys, estate planning firms, family offices, and trusted advisors to create customized risk management solutions for HNW individuals and business owners across multiple sectors.

Mark is a charismatic and popular professional speaker who is regularly invited to speak to professional groups and associations throughout the country on the use of Private Insurance Strategies for risk management, asset protection, wealth preservation, and exit strategies. He is certified by the National Association of State Boards of Accountancy as a National Registry CPE Sponsor on the topics of Enterprise Risk Management and Insurance. He regularly provides industry-specific webinars and group live presentations to advisor groups and CPAs who want to learn more about the Private Insurance Structure and the Puerto Rico domicile.

Mark is a graduate of Indiana University Bloomington.

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