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Sisällön tarjoaa Financial Planning Association of New England and FPA NE. Financial Planning Association of New England and FPA NE tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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#211 - Approaching Business Owners' Insurance concerns and opportunities

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Manage episode 431451127 series 2878077
Sisällön tarjoaa Financial Planning Association of New England and FPA NE. Financial Planning Association of New England and FPA NE tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful scenarios that help to illustrate different business insurance concepts – like buy-sell funding (whether cross purchase or entity plans), executive bonus, split-dollar funding, and discussion of disability cases as well as for life coverage for these needs. Kim shares recent case law that impact these issues as well. Listen in to a familiar topic, but learn more or get a refresher on how to approach business owners’ needs surrounding insurance concerns and opportunities.

https://www.linkedin.com/in/kimberlyahrendtfurnald/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/j-christopher-boyd-b932169/

  continue reading

150 jaksoa

Artwork
iconJaa
 
Manage episode 431451127 series 2878077
Sisällön tarjoaa Financial Planning Association of New England and FPA NE. Financial Planning Association of New England and FPA NE tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful scenarios that help to illustrate different business insurance concepts – like buy-sell funding (whether cross purchase or entity plans), executive bonus, split-dollar funding, and discussion of disability cases as well as for life coverage for these needs. Kim shares recent case law that impact these issues as well. Listen in to a familiar topic, but learn more or get a refresher on how to approach business owners’ needs surrounding insurance concerns and opportunities.

https://www.linkedin.com/in/kimberlyahrendtfurnald/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/j-christopher-boyd-b932169/

  continue reading

150 jaksoa

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