Saturday Super Session: Business Succession Planning for Clients
Speakers: Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, John Brown
Year: 2018
Body of Knowledge:
Business Planning,
Exit Planning and Succession
Competence: Sales |
Level: Broad |
Session Rating: 4.64
Join Vince, John, Chuck and Rick as they discuss:An overview of exit planning for owners of companies worth between $5M and $50M and the headwinds they face as they plan for the day they convert their biggest asset into cash.The role insurance professionals play in the sales process and how our products and services are tailor-made for owners taking this exit path.Observations about that vast under-served group of owners who want to transfer to children, but don’t think they can. With our help and exit planning techniques, we can help them craft the exits they didn’t think possible. You will leave equipped with insights and tools to craft long-lasting relationships with your most valuable prospects and clients: successful business owners.