Join me and other advanced practitioners in my office as we participate in The Advisors Forum’s January Teleconference, Exciting New Opportunities in Business Succession Planning, and learn helpful strategies for our business-owner clients. 

 

Most business owners like the benefits of cross-purchase agreements but do not like the number of insurance policies required, particularly as the number of owners increases. In this one-hour teleconference, Tim Messett and James Flick, J.D., CLU, ChFC, CPA will explore a strategy recently blessed by the IRS that has the advantages of a cross-purchase agreement without the need for multiple policies on each owner. Learn how this powerful strategy will encourage your business owner clients to move forward with their critical succession planning – helping you add to your bottom line.