The Tough Questions for Business Exit Strategy Planning
Speakers: Wayne D. Minich, CLU, ChFC
Year: 2018
Body of Knowledge:
Business Planning,
Exit Planning and Succession
Competence: Sales |
Level: Broad |
Session Rating: 4.74
For attendees who want more information on Business Succession Planning but are unable to attend Saturday’s super session, come listen to Wayne Minich as he shares questions that you can add your quiver that will aid in engaging a business prospect in a conversation that will enable you to begin the planning process. It will also demonstrate how you may pivot from planning for Exit Strategy to custom-designed qualified plans to wealth management to estate planning to life insurance.