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#211 - Approaching Business Owners' Insurance concerns and opportunities

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Manage episode 431451127 series 2878077
Inhoud geleverd door Financial Planning Association of New England and FPA NE. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Financial Planning Association of New England and FPA NE of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/j-christopher-boyd-b932169/

  continue reading

150 afleveringen

Artwork
iconDelen
 
Manage episode 431451127 series 2878077
Inhoud geleverd door Financial Planning Association of New England and FPA NE. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Financial Planning Association of New England and FPA NE of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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/

https://www.linkedin.com/in/bradleyonair/

https://www.linkedin.com/in/j-christopher-boyd-b932169/

  continue reading

150 afleveringen

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