Business Owner Succession Planning Dos and Don'ts ~ Episode #5

46 minutes

Are you a business owner? Do you know the Dos and Don'ts of Business Owner Retirement Planning and Succession? Do you know how to avoid the taxation traps of employer owned life insurance?

In this webinar you will learn:

*What a Business Continuation Strategy Is

*Why a Buy-Sell Agreement Is Needed

*What Some of the Planning Issues Are

*How To Use a Cash Value Life Insurance Policy To Fund a Buy - Sell Agreement

*What Commercial Premium Financing Is

*The Benefits of Commercial Premium Financing

*Receive a Free eBook For Attending

To watch the video podcast, Click here:  https://independentwealthplanner.podbean.com/ 

If you would like help from a professional who can guide you, JenniferLangFinancialServices.com can assist you. Connect directly with a financial services professional. You can request a personal strategy session to discuss your needs and goals.

At JenniferLangFinancialServices.com our goal is to educate consumers and help them learn the facts about the benefits of financial planning and estate planning with life insurance and annuities.  

JenniferLangFinancialServices.com specializes in Business Loans, Key Man Insurance, Premium Financing, Life Insurance and No-Market Risk Annuities.

Related article:  Retirement Planning Options for Small Business Owners

https://www.jenniferlangfinancialservices.com/blog/retirement-planning-options-for-small-business-owners

Content Disclosure

Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Listeners and viewers are advised to consult their own tax and investment professionals with regard to their specific situations.

 (c) Jennifer Lang Financial Services, LLC. 

More episodes from Jennifer Lang

How to Take Annuitization Payouts From Deferred Annuities

A deferred annuity allows you to save for retirement on a tax-advantaged basis. Taking an annuitization payout from the annuity converts those savings into a monthly retirement income. …

Post Paycheck Protection Program (PPP) Economic Relief Options in 2021

As the Paycheck Protection Program (PPP) winds down, the federal government is preparing to launch two new industry-specific small-business relief programs.

Here’s what you need to know …

How to Move a 401(k) to an IUL Life Insurance Policy

If you are no longer working for an employer, you have the option to roll over, or move, your 401(k), into another retirement planning vehicle.

Some …

How Split Annuity Strategies Work

When financial markets turn volatile some investors show their frustration by fleeing the markets in search of alternatives that are designed to …

How Traditional IRAs Can Bolster Traditional TSP Accounts

Thrift Savings Plan participants frequently ask questions concerning the relationship of their TSP accounts and Individual Retirement Accounts. There is unfortunately some misinformation …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to Trailer: Independent Wealth Planner Strategies with Jennifer Lang
0:58
Start listening to Trailer: Independent Wealth Planner Strategies with Jennifer Lang
0:58