FSP Logoa 2012

When

Thursday August 14, 2014 from 8:15 AM to 11:30 AM EDT
Add to Calendar 

Where - You Chose, one of two locations, same day, same time

LIMRA 
300 Day Hill Rd.
Windsor, CT 06095
  

Eli's on Whitney
2392 Whitney Ave
Hamden, CT 06518
 

Contact

Erica Fearn 
Financial Service Professionals-Hartford 
860-228-3623 
efearn@sfsphartford.net 
 

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:

  • Craft a business exit strategy
  • Structure buy-out plans to meet the needs of all interested parties
  • Plan for same-sex unions, children from multiple marriages, and other unique circumstances
  • Use life insurance as a funding tool in business exit plans

Who Should Attend:

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors. 

MODERATOR

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.

 

PANELISTS

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.

Exit Strategies for the Business Owner is a video training conference for 2 CE's.