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Business Succession Planning-Webinar

Every business will change ownership at some point, whether through death, disability, retirement, or sale. A sound business succession plan maintains continuity and allows for uninterrupted operations, no matter what the circumstances. Insurance products play a key role in business succession planning; therefore it is essential that producers understand the advantages and disadvantages of various plan types. This webinar offers ideas to identify each business client's unique goals, needs, and risk exposures, as producers work with clients to analyze the needs and desires of both current and potential new owners, and recommend appropriate insurance products to structure succession plans.

    Credits
    Type
    a.d.banker
    New York CE Information
    Self-Study/Online CE Courses are approved and provided by A.D.Banker & Company
    Provider # NYPO-100269
    All New York courses expire on November 30th of odd numbered years
    System Requirements: internet access
    Ohio CE Information
    Online CE courses are approved and provided by A.D. Banker & Company
    Provider # 34129
    All courses expire on December 31st of every year
    System Requirements: internet access
    Course Titles that end with ""- Online" are interactive courses and do not require a final exam at the completion of the course.
    A.D. Banker & Company (Provider # 30727) courses below have been approved by the Florida
    Department of Financial Services for insurance continuing education credit. (Approval details)
    Please select your state to see course details


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