LIfe Insurance and Long Term Care

December 02, 2020
9:00 AM - 12:00 PM
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ADVANCED BUY-SELL PLANNING FUNDING BUY-SELL AGREEMENTS WITH PERMANENT LIFE INSURANCE

Advanced Buy/Sell Planning

• The multiple planning needs of business owners

• Benefits and considerations of most common types of buy sell agreements

• Advanced buy/sell planning techniques – how buy sell planning techniques can capture the best attributes of the most common types of buy sell arrangements.

• Implementation – how to implement these strategies with your clients and succeed

Speaker Matt Erpelding is head of the Advanced Markets Team at Ash Brokerage. Matt specializes in the business owner marketplace designing cases from simple key person to complex collateral split dollar and premium financing. Matt in a Fort Wayne native and has been with Ash for 15+ years Matt has been with Ash since 2005, developing a broad-based understanding of Life Marketing, Life Audit and Advanced Markets. His primary focus is on educating our agents with advanced markets questions and working closely to develop strategies in these areas and tie in the proper product and design to fulfill their planning needs. Matt is a graduate of Indiana University-Purdue University Fort Wayne where he majored in finance and minored in economics. Matt is married with two children; he enjoys serving his church.

LONG TERM CARE

Just Ask – How to Start and Finish the LTC conversation

• Client concerns

• Questions for everyday conversations

• Client approaches

• Design and Funding Strategies for the right plan

• Implementation – case studies for different types of clients

Speaker Chad Eyrich is VP for Long Term Care. Chad is a national speaker for Ash and an industry leading in the long term care space. Chad is a Fort Wayne native and has been with Ash for 12+ years.

 

Tickets

$80.00 FPA Member

$160.00 FPA Non Member (Repeat Guest)

$0.00 Pre-Paid 2020