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Blog

Webinar | Getting “Personal” with Succession Planning

August 3, 2023
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, & saving for their own retirement; planning for goals including their exit from the business seems far into the future.

Owners are often looking for solutions to help with their personal needs with business needs.

In this session, we’ll evaluate two unique ways to structure buy-sell plans for hybrid needs, including how life insurance can be a “personal key person” plan for the small/solo business owner.

Join us and see how John Hancock can help you grow your business.

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https://3mark.com/wp-content/uploads/John-Hancock-Logo.jpg 180 300 Russell Katz https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Russell Katz2023-08-03 07:23:092023-08-03 07:23:09Webinar | Getting “Personal” with Succession Planning
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Link to: Webinar | Getting “Personal” with Succession Planning | August 2 at 3:00 pm Central Link to: Webinar | Getting “Personal” with Succession Planning | August 2 at 3:00 pm Central Webinar | Getting “Personal” with Succession Planning | August 2 at 3:00... Link to: Introducing A New Short Term Accumulation FIA Link to: Introducing A New Short Term Accumulation FIA 3 Mark Financial BlogIntroducing A New Short Term Accumulation FIA
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