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Three Levels of Business Insurance Planning

January 19 @ 8:00 am - 10:00 am

Three Levels of Business Insurance Planning

Join David Szeremet JD, CLU®, ChFC®, head of Advanced Planning at Ohio National Financial Services for an educational, sales-oriented session geared towards you – the busy financial professional. David will briefly review the Three Levels of Business Insurance Planning followed by a rapid-fire series of sales studies based on real case consultations from 2020 and 2021. This face-paced, informative session is designed to help you zero in on planning opportunities and drive sales.  He will discuss business protection strategies, business succession planning, and fringe benefit planning with an emphasis on life insurance. Whether you are new to business insurance or want to sharpen your saw, invest in yourself – it won’t be time wasted!

We encourage all attorneys, CPAs, estate planners, financial planners, insurance professionals, investment advisors, retirement planners/counselors to attend and bring a colleague! All first-time attendees may attend free of charge.

CE credits are pending for this meeting.

 

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Details

Date:
January 19
Time:
8:00 am - 10:00 am
Event Categories:
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Organizer

Society of Financial Services

Venue

Northwestern Mutual Building – Rookwood
3805 Edwards Road
Cincinnati, OH 45209
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