This guide is a must for accountants, consultants, insurers and financial advisors targeting closely held businesses and their owners. It enables these professionals to inform business owners about ways to integrate their business and personal financial plans so they can build wealth and achieve their goals. Use this proven marketing tool to build client relationships, distinguish yourself from competitors and increase awareness of ways you can be of service.

Representative topics

• Role of life insurance
• Buy-sell agreements
• Qualified retirement plans
• Distribution planning
• Importance of estate planning
• Tax impacts of business structure
• Nonqualified deferred compensation
• FLPs, ILITs and charitable trusts

To order this guide — available in print or PDF electronic format — or for more information, contact us or call 800-227-0498.