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How Advisors Can Deliver Unexpected Value for SMB Owners

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"How Advisors Can Deliver Unexpected Value for SMB Owners"

This white paper reveals how financial advisors can be allies for their clients who are SMB owners and deliver value in unexpected ways.

One of the most pressing issues impacting business owners in recent years has been attracting and keeping key employees: 65% of small and medium-sized business (SMB) owners cited recruiting and hiring as a challenge. Having a plan for retaining key talent or dealing with their loss can help business owners mitigate the challenges and stresses of running a business and retain a competitive advantage in today’s marketplace. 

This is where life insurance and financial advisors can be allies for SMB owners. Advisors can help their business-owner clients by exploring solutions outside of traditional term policies when key person and succession planning questions arise. Download this white paper and learn how life insurance can be an extremely effective tool, not only to keep the business moving in the event of disruption but also to ensure it can retain its most vital employees.

Topics discussed include:

  • Key person arrangements
  • Endorsement split dollar as a key person solution
  • Administrative considerations
  • Buy/sell arrangements
  • Laying the groundwork for a successful transition
  • Helping your clients with next the steps

Offered Free by: Modern Life
See All Resources from: Modern Life

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