Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance
August 1, 2016
The Bucket Plan®
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The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)
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Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Eve Nasby and Matt Brogdon, PRC
Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Eve Nasby and Matt Brogdon, PRC
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Understanding the Liabilities for Business Owners as Fiduciaries
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