Description

This seminar covers business succession strategies using life insurance as a funding vehicle. We will discuss techniques and possible tax ramifications that may arise in such planning.

Upon completion, attendees will better understand:

• Why business succession is important.
• Different types of buy-sell agreements.
• The pros and cons of using life insurance as a funding vehicle in a buy-sell
• arrangement.
• The potential tax ramifications that surround succession planning.

Speakers:

Mike Profit, MBA
Financial Planner
MassMutual Greater Philadelphia
Text or Call: 302-303-6844
Email: mprofit@financialguide.com

Dennis D'Andrea, CFBS
Financial Advisor
MassMutual Greater Philadelphia
Office: 610-766-3029
dddandrea@financialguide.com