Business Succession & Three Case Studies
Thursday, March 13, 2014
LIMRA, 300 Day Hill Road, Windsor, CT 06093
3 CT Insurance CE's
Business Succession: Success or Failure
Only 40% of business successfully transfer from one owner to the next. Don’t let your clients be in the 60% failure statistic.
Learn how to fund succession plans with life insurance, disability insurance and now Long Term Care Insurance. Business Exit Planning defines exit-related objectives for the owner(s) of a business, the design of a comprehensive strategy and road map that take into account all personal, business, financial, legal, and taxation aspects of achieving those objectives. As a financial professional, utilizing tools such as buy sell agreements and strategically utilizing disability, life insurance and long term care you can strengthen your clients and prospective clients succession plans.
RICHARD L. OLEWNIK, JD, CLU,ChFC,FLMI
Assistant Vice President of AXA Equitable Advanced Markets.
Rich is a member of AXA’s Advanced Marketing Team in Farmington. He is a graduate of Fordham University where he studied economics, and a graduate of Boston College Law School. He is a former Captain of the U.S. Army Judge Advocate General's Corp Defense Counsel. He has been a long time member and participant with LIMRA’s Advanced Marketing Committee.
He is a frequent company and industry speaker to include participation at the 2010 Million Dollar Round and Webinars sponsored by The Society of Financial Professionals. In addition he has had a numbers of articles published in industry publications.
Thomas C.K. Wong, RHU
Regional Individual Disability Wholesaler, Guardian
Tom has been in his current position since August 1994. He works closely with Guardian’s GA’s; Disability Income Supervisors; Field Representatives; and Brokers to promote the sale of Guardian/Berkshire’s individual DI products. Prior to this he was the Marketing Services Specialist for 5 years. He composed many of the company’s competitive and marketing pieces that are currently in use today. He received his RHU designation in March 1992.
Gary P. Ruchin, CLU, ChFC, CFP®, EA, Ruchin & Associates, LLC
Gary Ruchin founded Ruchin & Associates, LLC, in 1976 after graduating magna cum laude from Eastern Connecticut State University.
Gary is a member of the following professional organizations:Rockville Rotary Club-Past President, ECHN Corporator, ECHN-Planned Giving Committee-Past Chairman, Vernon Jaycees-Past President, Temple Beth Hillel-Past President and Treasurer, Town of Vernon Pension Committee-Chairman, Hartford Chapter FSP-Past President, Hartford-NAIFA-Past President, Connecticut State Association of Health Underwriters-Past President-National SFSP-Hartford Chapter-National Advisor
Non Members $59
Schedule – March 13, 2014
8:15 AM – Registration, 8:30 AM – Program, 11:30 AM – Adjourn