The Lodge Des Peres
The Lodge Des Peres, 1050 Des Peres Rd, Des Peres, MO 63131, USA

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Event Date Tue Apr 14 CDT (almost 2 years ago)
In your timezone (EST): Tue Apr 14 8:30am - Tue Apr 14 10:00am
Location The Lodge Des Peres
1050 Des Peres Rd, Des Peres, MO 63131, USA
Region Americas

Business owner clients need to do a lot of planning - there are likely more opportunities than you may have first thought. These opportunities stem from the multiple planning areas that business owners need to address, and these can be boiled down to 3 fairly common planning areas. Not only do business owners need to take care of (1) planning for the succession of the business, they likely need to do some (2) retirement planning and/or some (3) estate planning. This presentation walks through a case study of a successful business owner, showing his progression through life, and how different planning needs become apparent as he grows older, as his business grows and changes, etc. We'll discuss 3 different strategies (one for each area of planning), and discuss how life insurance may be incorporated into the various planning strategies.


2020 Presenter

Stacey McMahan, JD, CLU, ChFC
Pacific Life Insurance Company Consultant, Advanced Designs Unit

Sponsors & Partners

2020 Partners

• Mass Mutual
• Principal
• StateFarm
• Thrivent Financial
• Lincoln Financial Group
• ASH Brokerage
• American Cancer Society
• Coventry
• Covisum
• Guardian