Life and Health Solutions for Business Challenges #37767 [May 23, 2019 8:00 AM - 11:00 AM]

May 23, 2019 8:00 AM - 11:00 AM (CDT)

Contact Information

Independent Insurance Agents of Nebraska
Name: Judy McIntire
Email: judy.mcintire@biginebraska.org


Instructor: Ross Pearce, CLU, ChFC, CIC       Course #37767       3 L&H hours

Identify the characteristics, advantages, disadvantages, loss exposures, and variation of insurance products available based on the type of business entity (Sole Proprietor, Partnership, Limited Liability Company, or Corporation). Evaluate serious risk management challenges every business could experience because of an owner or key employee’s death or disability. Explore the financial and personnel considerations that need to be addressed to determine limits of insurance and how various life and disability products can be used to fund a business succession plan (Buy-Sell Agreement). Examine the benefits and potential problems associated with an Employer Owned Life Insurance (EOLI) policy and the role played by the agent. Discuss the uses and tax treatment of Life and Disability Insurance to insure a Key Person and how to protect a business with Business Overhead Expense (BOE) insurance.


Please call the IIAN office  at 402-476-2951 if you have problems registering. 


 

 






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