Eli's on Whitney
2392 Whitney Ave
Hamden, CT 06518
Join us at the FSP Hartford
Exit Strategies for the Business Owner Video Training Conference
This two-hour teleconference addresses business succession under several different scenarios.
Wife as Business Owner
A wife in her second marriage after the death of her first husband, and with her current husband’s consent, wants the children of her first marriage to inherit the business but needs planning flexibility should they prove incapable of running the company. In another scenario, the same wife wants to keep an unrelated employee on board to partner with her children, who will inherit the business but might not have all the skills to keep it going successfully.
Three Business-Owner Brothers
Brothers want to protect their company against the consequences of one wanting to leave the business, one in a third marriage with a much younger wife who has minor children, and one in a same-sex union that is not recognized by the state. Panelists address the liabilities arising from these factors and suggest solutions to guarantee that the concerns of all interested parties are met. The use of life insurance as a planning tool will be discussed in all scenarios, and audience participants can ask questions following the discussion of each scenario.
Attendees will learn how to:
Who Should Attend:
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.
John A. Oliver, CLU, ChFC, is vice president, field development for Transamerica Life Insurance Company. John identifies and supports marketing strategies as well as the company’s regional vice president network in their sales efforts.
Terri L. Getman, JD, CLU, ChFC, AEP (Distinguished), is the business development officer for Diversified Brokerage Services, Inc. a LifeMark Partners agency. She has served on the Society of FSP’s national Board of Directors.
Steve Parrish, JD, CLU, ChFC, is national advanced solutions director for the Principal Financial Group® with more than 30 years’ experience as an attorney and financial planner.
Andrew Rinn, JD, CFP, CLU, ChFC, is senior advanced markets consultant with MetLife’s Wealth Advisory Group with expertise in wealth preservation, estate planning, business planning and executive benefits.
Rania C. Sarkis, JD, CLU, is an advanced designs consultant at Pacific Life Insurance Company, specializing in estate and charitable planning, irrevocable life insurance trusts, split dollar and private financing.