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Exit Planning: For the Closely Held Businesses Using Life Insurance

Topic

Retirement Savings and Income Planning

Program ID

275846

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

This course provides education and training on business exit planning arrangements – commonly known as “Buy-Sell Arrangements”. Course material covers the risks of not adopting an exit strategy, the general types of buy-sell agreements, the importance of valuation, the funding alternatives and the role of life insurance.

Learning Objectives

This course is appropriate and suggested for producers and licensed agency staff working with family business owners, so that they gain a better understanding of business continuation issues and planning solutions.