Calendar of Events
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
S Sun
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
Prudential Advanced Planning: 10-Minute Mondays
Prudential Advanced Planning: 10-Minute Mondays
We’re continuing our popular 10-Minute Monday series with new topics ranging from buy/sell strategies to mirrored policy loans. In just 10 minutes, we’ll share the foundation of a new strategy, the ideal client profile, and how you can use it to grow your business. Sign up now by clicking here. Subject & Dates are listed in […]
0 events,
0 events,
1 event,
Business Continuation: Preparing To Pass It On
Business Continuation: Preparing To Pass It On
Find out how to prepare businesses and business owners to pass their business to the next generation. Karen Hofmann, CLU, ChFC, CASL, VP of Advanced Planing at Prudential, will review: • The small business market and opportunity • The barriers and objections to business continuation • How to select and fund a buy-sell agreement Sign […]
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
Securian Financial: Leaving a Tax Efficient Legacy
Securian Financial: Leaving a Tax Efficient Legacy
Businesses across industries — both small and large — want to recruit and retain top executives who are instrumental in growing the company. Split-dollar agreements can be effective solutions when an employer wants to offer incentives or deferred compensation to its key executives and protect the business from the loss of a key individual. Visit […]
0 events,
0 events,
0 events,
0 events,
1 event,
Prudential Advanced Planning: 10-Minute Mondays
Prudential Advanced Planning: 10-Minute Mondays
We’re continuing our popular 10-Minute Monday series with new topics ranging from buy/sell strategies to mirrored policy loans. In just 10 minutes, we’ll share the foundation of a new strategy, the ideal client profile, and how you can use it to grow your business. Sign up now by clicking here. Subject & Dates are listed in […]
0 events,
1 event,
John Hancock: Getting Big Things Done in Underwriting
John Hancock: Getting Big Things Done in Underwriting
Join us for a conversation with John Hancock's Chief Underwriter, Neal Halder. During this brief webinar, Neal will highlight key areas of focus for the John Hancock underwriting team (e.g., Total View Credits, meeting large case needs, and more) as well as share his ideas for the future and answer questions from the audience. In […]