Top Rated Presentation from Forum MAX: Business Owner Exit and Retirement Strategy
Speakers: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF, LACP
Year: 2020
Body of Knowledge:
Business Planning,
Exit Planning and Succession
Competence: Sales |
Level: Broad |
Session Rating: 4.73
With this approach, you will learn a different way to talk to business owners about retirement and/or an exit strategy utilizing whole life insurance. Business value protection can be provided while the owner is active and involved in the business. Over time, they establish their own accessible credit line for the business. They can provide an exit strategy that provides a tax-free income after they leave the business.