Business Planing

There are a number of issues that business owners face, including providing employee benefits, obtaining business insurance and transferring the business upon death, disability or retirement. For most small business owners, their business lives and personal lives are inseparable. The financial planning process helps business owners to manage both business concerns and personal concerns so that they can achieve all of their goals and dreams.

A personalized financial plan can help you, the small business owner, address concerns such as:

  • Protecting your business assets

  • Ensuring the continuation and succession of your business

  • Promoting, recruiting, retaining, and rewarding your key employees

  • Maximizing your compensation benefits

  • Providing for estate equalization

  • Promoting family harmony

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INVITATION

You're invited to a workshop on Thursday, August 13 at 6.00 pm on Planning for Business Owner.

You're invited to attend the complimentary Planning for the Business Owner workshop on Thursday, August 13 at 6.00 pm, presented by Kirrupan Theivakumar, JD - Corporate Vice President.

During this workshop, we will discuss many of the issues by closely held business owners today.

Topics covered include:

  • The impact the loss of a key employee has on the owner of a business

  • Ways to reward key employee and owners

  • Estate planning issues that will be faced by the business owner and his/her family at death

  • How to help layout a "road map" or action plan for implementing solutions.

    Space is limited, so please register today by clicking here.

    I hope you will join us for the discussion on Planning for the Business Owner. Please do not hesitate to reach out with any questions you may have.

This educational seminar and insurance sales presentation is for informational purposes only and represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors before implementing any planning strategies.© 2020 New York Life Insurance Company. All rights reserved. SMRU 5033397 (exp. 7.21.2028).