Overview

Risk management is the foundation of all planning for successful people and those with aspirations to become successful. The most valuable assets of our clients are often the value of their business and their earning power.  We will discuss how to protect against enterprise value in the event of death, disability, the loss of key employees, and improperly drafted operating agreements.

For the wealthy family, we will discuss strategies to help transfer more assets with more control to the people and non-profits that matter most. For the emerging affluent, we will explain best practices of protecting the assets and current & future earning power to bulletproof a financial plan.

Learning Objectives

After completing this session, participants will be able to:

• Identify unfunded personal and business-related liabilities for our most valuable clients that are triggered by death and business transition
• Understand the vehicles used mitigate different types of risk and the tax characteristics of funding, using cash while living and the receipt of benefits at death.
• Gain appreciation for the complementary audit process and the value of the review process for the client
• See how insurance strategies play an important role in the holistic financial planning process

Presenter

Greg Lopez, President, Marcum Insurance Services

CPE CREDITS