On Demand Webinar

Advisor Insight: Life Solutions for Business Owners

Business owners represent some of your highest-value clients, but navigating their complex financial needs requires specialized strategies.

Join Simplicity's Advanced Planning Team and Principal Financial Group's Advanced Solutions Team for an actionable, strategy-driven webinar focused on addressing the top needs of business owners. This session will cover concepts that address the concerns of business owners, as well as meaningful life insurance and planning opprotunities.

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Please confirm with your broker-dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for ensuring they are allowed to attend.

Attend to:

✓ Explore best practices for business succession and buy-sell planning
✓ Select effective executive compensation plans for key talent
✓ Learn concepts designed to help reduce tax burdens on active business income
✓ Examine strategies that may help mitigate tax impacts on the sale or gift of a business