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#211 - Approaching Business Owners' Insurance concerns and opportunities
Manage episode 431451127 series 2878077
Contenu fourni par Financial Planning Association of New England and FPA NE. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Financial Planning Association of New England and FPA NE ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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/
150 episodes
Partager
Manage episode 431451127 series 2878077
Contenu fourni par Financial Planning Association of New England and FPA NE. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Financial Planning Association of New England and FPA NE ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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/
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