Join us for a masterclass webinar focused on incorporating buy-sell agreements into your practice as a strategic business owner solution. This session will explore how buy-sell agreements not only addresses succession needs, but also creates meaningful life insurance and planning opportunities.
Attend to learn about:
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Effective talking points for motivating business owners to do a buy-sell review.
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The importance of diving deeper into client goals to maximize success rates.
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How buy-sell planning can open the door to additional protection and planning conversations.
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Utilizing buy-sell reviews to build COI relationships with CPAs and attorneys.
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