Select Language

Check Application Status
en

Resource Zone

Executive benefit consulting – the key to closely held and family business sales

John Gephart, J.D., CLU

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Other formats

Audio 0:54:17

Note: Any content shared is only viewable to MDRT members.

"Closely held and family businesses represent 99.7 percent of U.S. employer firms and 42 percent of private payroll. These entrepreneurs are hungry for simple and cost-effective solutions to compete with large corporate employers in attracting and retaining talented executives. The financial professional who develops these dynamic individuals as a target market will find a personally satisfying and lucrative career focus. This session: • Teaches winning strategies to present yourself as an executive benefit compensation consultant rather than a salesperson • Explores the nuances between bonus, split dollar and deferred compensation plans • Dispels simplistic myths that IRC section 409A is too complex and that split dollar is dead • Impart the secret of tying benefit plans to increasing shareholder value by utilizing plan features that require collaboration with your business owner client's attorney and accountant."
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments