Qualified plans can benefit both small and large businesses but using a one-size-fits-all planning strategy will surely be less than optimal and will disappoint many prospective clients. Join Armando Testani and Rich Novak as they dive into case studies and show specially designed qualified plans for each situation. They’ll also show how adding life insurance benefits to a qualified plan can be a differentiator by providing survivor benefits that alternative plans fail to deliver.
Working in qualified plans often opens the door to other planning opportunities for business owners. Buy-sell planning and legacy planning can help empower clients to act and improve their overall financial and retirement situations.
This session complements the Day 1 session, Building Your Business with Qualified Plans.