$0 – $50

SW Michigan of SFSP - September CE Classes

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Beacon Club

5830 Portage Road

Portage, MI 49002

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2 Hours for State of Michigan and CFP

To Succeed at Succession You Must Avoid These Buy-Sell Mistakes

And

Winning the “Second Sale”


We are pleased to have Terri Getman, back to present to our group. She will be doing 2 presentations, each for one hour. Both are approved for State of Michigan CE and for CFP CE.


To Succeed at Succession You Must Avoid These Buy-Sell Mistakes

Virtually every business having more than one owner needs some form of arrangement for the purchase of an owner's interest in the business. An effective arrangement requires considerable thought by the business owners and guidance from quality advisors. Unfortunately, buy-sell arrangements are often put together with a less-than-complete analysis of the relevant facts and client needs. This presentation will review some of the most common, but easily avoidable buy-sell mistakes with a focus on insurance. At the end of the one-hour presentation attendees will be able to recognize some of the most common mistakes and what can be done to correct them.


Winning the "Second Sale"

This one hour presentation will provide attendees with an understanding of what an underwriter looks at when reviewing a business insurance case from a financial standpoint. After providing a general review of the key financial concerns underwriters address as part of every case, the program will provide a discussion of financial underwriting issues for key person coverage and buy-sell funding. This part of the program will involve a detailed discussion of the type of financial data that underwriters need to receive from the financial representative. On completion of this hour the students will have a better idea of the type of information they need to provide the underwriter when they submit a life insurance application for key person coverage or buy-sell coverage.



Please bring all applicable license numbers for the new attendance sheets.


If you have any questions, please contact Lauri Wiessner at 269-492-6991 or lauri.wiessner@yahoo.com









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Beacon Club

5830 Portage Road

Portage, MI 49002

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