Please join us for our next TRIIPSS Webinar
Business Owners and Estate Planning:
Is there a role for insurance-based solutions?

Protecting the business as the most important family asset is certainly top of mind. Sustainability is an opportunity to build a business that will stand the test of time. 

This fast paced, thought-provoking session will explore various scenarios and test whether life insurance-based solutions can play a role in addressing issues and providing alternatives for advisors and their business clients. Attendees will walk away with hands-on questions to ask to get the conversation going with business owners and their families.

They will be exposed to how life insurance-based products may provide benefits when looking at funding shareholder agreements, alternatives to trusts in select situations, customized payments to beneficiaries and estate planning.

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. 
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