#211 - Approaching Business Owners' Insurance concerns and opportunities

Wicked Pissah Podcast

Το περιεχόμενο παρέχεται από το Financial Planning Association of New England and FPA NE. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Financial Planning Association of New England and FPA NE ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

3M ago 44:36

MP3•Αρχική οθόνη επεισοδίου

In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful scenarios that help to illustrate different business insurance concepts – like buy-sell funding (whether cross purchase or entity plans), executive bonus, split-dollar funding, and discussion of disability cases as well as for life coverage for these needs. Kim shares recent case law that impact these issues as well. Listen in to a familiar topic, but learn more or get a refresher on how to approach business owners’ needs surrounding insurance concerns and opportunities.

https://www.linkedin.com/in/kimberlyahrendtfurnald/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/j-christopher-boyd-b932169/

150 επεισόδια

#MBA #Trading #Business #Financialplanningassociation #Fpama #Financial Planning Association Of New England #FPA NE #Financialadvisor #Investmentadvisor