$19.00

  • August 9, 2021
  • 3:00 pm ET / 2:00 pm CT / 1:00 pm MT / 12:00 pm PT

$19.00

  • August 11, 2021
  • 6:00 pm ET / 5:00 pm CT / 4:00 pm MT / 3:00 pm PT

$19.00

  • August 13, 2021
  • 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT

Sale!
$19.00

  • August 23. 2021
  • 3:00 pm ET / 2:00 pm CT / 1:00 pm MT / 12:00 pm PT

Sale!
$19.00

  • August 25. 2021
  • 6:00 pm ET / 5:00 pm CT / 4:00 pm MT / 3:00 pm PT

Sale!
$19.00

  • August 27. 2021
  • 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am am PT

$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.

Sale!
$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.

$19.00

The successful transfer of a professional practice requires time, careful planning, and a smooth transition process. Life and disability insurance can help assure that the business and/or other owners have liquidity in the event of a sudden, unexpected event, while life insurance cash values can provide liquidity for lifetime buyouts. In any event, a longer [...]

$19.00

This article appeared in the November 2019 Journal of Financial Service Professionals. 

$19.00

This article appeared in the November 2020 Journal of Financial Service Professionals.