Life Insurance in Business Succession Planning
Boost Your Client's Small Business, Life Insurance, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, April, 28 • ET • 90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors

Kevin Kimbrough, CFP®, CLU, ChFC
Executive Director, Fiduciary Insurance Solutions The Pinnacle Group

What You'll Learn
When a client’s business is their largest asset, succession planning becomes essential. Join tax & estate attorney Andy Weinhaus and insurance advisor Kevin Kimbrough to learn how life insurance safeguards business continuity through buy-sell funding, key-person protection, and family…