$99.00

NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.

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$19.00

Program Overview Jim Aussem, JD, AEP, will present a detailed explanation and useful examples of why and when certain clauses are used, their purpose and the concerns practitioners should understand. This hour-long presentation will address things such as Drag-a-long and Tag-a-long provisions, Puts/Calls as a dispute-resolution mechanism, valuation approaches, and restrictions on the management/survivors’ ability [...]

Planning for Business Owners

Business Structuring (LISI On-Demand Bundle)

$299.00

By clicking "Buy Now" you will be redirected to LISI to complete your purchase.

Planning for Business Owners

Buy-Sell Agreements (LISI On-Demand Bundle)

$329.00

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$199.00

Program Overview When you help your business-owner client implement a buy-sell agreement, you may think that your job is done, and you can move on. However, for a full-service professional advisor, the real work is just beginning. Can one owner retire 5 years from now? Will the company survive without its founder? How does the [...]

$19.00

This article appeared in the November 2021 Journal of Financial Service Professionals. 

$19.00

This article appeared in the May 2022 Journal of Financial Service Professionals. 

$19.00

This article appeared in the July 2021 Journal of Financial Service Professionals. 

$19.00

This article appeared in the January 2023 Journal of Financial Service Professionals. 

$19.00

This article appeared in the January 2023 Journal of Financial Service Professionals. 

Sale!
$19.00

Program Overview Jim Aussem, JD, AEP, will explore using life insurance as the primary funding mechanism of a comprehensive buy-sell plan. This will address some alternatives such as using a cash accumulation vehicle, or term, or funding through working capital. The various approaches to premium payment including trustee/escrow/partnership structures to avoid multiple policies and possible [...]