In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth transfers, business continuation, executive benefits, corporate and bank owned … Read more
Succession Planning
In this 30-minute Conversations That Close session, Jeremy Pugliese shares how he built a thriving practice by serving one specific niche: business owners in the trades. Contractors and skilled tradespeople … Read more
This will be an open discussion on how members plan to retire and sell their practice. We will have numerous members share their succession plans and stories of what worked … Read more
Find more Secrets of Success here!
This offering is exclusive to our Finseca Influencer members and is being made available via our Finseca Learning Center. Use the button above to Enroll in the course and read … Read more
