Small Business Market Series!

February 22 | Getting into the Small Business Market
  • Who to target & how to get their attention
  • State required Retirement Plans opportunity
February 29 | Basic Succession Planning
  • Review of closely held business structures
  • Buy Sell Agreement: Funding & Products 
March 7 | Supplemental Benefits & Small Business Market
  • Complimentary Products for Employees
  • Making the Compelling Presentation
March 14 | Retirement Plans for Business Owners
  • How to reduce Business Owners Taxes
  • SEP plan opportunity
March 21 | Key Employee Retention Plans
  • How Key Employee Policies benefit the business
  • Strategic use of Deferred Compensatio