Entries by Russell Katz

Webinar | Getting “Personal” with Succession Planning

Watch the John Hancock webinar dated Wednesday, August 2, 2023 at 3:00 pm Central. Planning for small business owners can be complex. In addition to being a “key person” to their company, small business owners are also key to their family’s current and future financial security. Many of these owners are busy running the business, raising families, […]

Webinar | Getting “Personal” with Succession Planning | August 2 at 3:00 pm Central

Register for the John Hancock webinar dated Wednesday, August 2, 2023 at 3:00 pm Central. Planning for small business owners can be complex. In addition to being a “key person” to their company, small business owners are also key to their family’s current and future financial security. Many of these owners are busy running the business, […]

Webinar | Positioning Business Insurance Cases for Success

Watch the Lincoln webinar dated Wednesday, July 26, 2023 at 3:00 pm Central. Please join us for a discussion around how to position your business cases for underwriting success. Michael and Tana will unveil tips and best practices on how to package and prepare applications to overcome some of the common financial underwriting hurdles that create […]