Register now to participate in the upcoming NAIFA Live, "Exit Planning for Financial Professionals" featuring James Aussem, JD, AEP on March 21st at 12 pm eastern. Our speaker's name may sound familiar as a Past President of FSP and one of the keynote speakers at the 2024 FSP Institute. James will explore exit planning for three financial practices using a case study format. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and the structure of a transaction.

You won’t want to miss this fascinating discussion of three separate but interrelated case studies in the insurance and financial space.

Learning Objectives:

• The recognition of the value of a financial services practice will be examined addressing the methods used to determine the value and perpetuate its existence for the benefit of the seller and the buyer.
• The necessary elements of a transfer will be discussed including transition of client relationships and motivating the buyer as well as the seller to engage in a transaction.
• Various approaches to a sale/transfer will be part of the presentation to provide the senior generation seeking to realize value from their life’s work and the next generation of buyer’s being assured they will have value from the maintenance of the senior generation’s book of business.