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Women’s Series Webinar with John Hancock

July 16 @ 11:00 am - 11:30 am UTC-8

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Special Guest Speaker Caroline McKay, JD LLM, AVP & Counsel, Advanced Markets with John Hancock.
Financial 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, which typically requires addressing estate planning, business succession planning and retirement planning all at once.
You can help your clients meet these challenges with a single solution by offering life insurance in a “personal key-person” plan that’s customized to meet your clients’ specific needs.
Join us as we discuss:
    • How the personal key person approach provides protection and retirement planning that’s ideal for small business owners;
  • Common planning challenges for small business owners, especially as they pertain to succession and retirement planning;
  • And the opportunity to use life insurance to help protect business owner and owner’s family from a depressed business value at death or retirement.

On Thursday, July 16th – at 11.00 AM PST – use the information below to join the meeting:

Meeting URL
https://bluejeans.com/892013150?src=join_info

Meeting ID
892 013 150

Want to dial in from a phone?

Dial one of the following numbers:
+1.408.419.1715 (United States(San Jose))
+1.408.915.6290 (United States(San Jose))
(see all numbers – https://www.bluejeans.com/numbers)

Enter the meeting ID and passcode followed by #

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Details

Date:
July 16
Time:
11:00 am - 11:30 am UTC-8
Event Category:

Venue

CA United States

Organizer

Anahi Prieto
Phone:
(949) 225-7162
Email:
aprieto@cpsinsurance.com
Website:
www.cpsinsurance.com