July 20, 2023 @ 2:00 pm – 2:30 pm


Time to focus on the boss

Many business owners only focus on the operation until it’s too late, potentially making their retirement dependent on selling the business and leaving them with limited options.

Owners of S corporations or other pass-through entities can begin to create a retirement strategy for themselves by taking some of the wealth they have tied up in the business and reallocating it to personal investments, including annuities, mutual funds and cash value life insurance.

Join Channing Schmidt, Advanced Sales Director, to hear about how the business owner saver strategy helps your clients become independent of the business by diversifying their wealth.