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Business owners represent one of the most important planning opportunities for financial professionals today. With estate tax thresholds at historically high levels, many planning conversations are shifting toward strategies that help business owners reward key employees, protect their companies, and prepare for long-term transitions.

NAIFA’s upcoming webinar, “The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions,” will explore several planning strategies designed specifically for the business market. The webinar features NAIFA Trustee Andrew Rinn, JD, CFP, CLU, ChFC, Assistant Vice President of Advanced Strategies at Midland National Life, who works closely with financial professionals on advanced business planning cases.

During the webinar, attendees will review strategies such as Executive Bonus and REBA arrangements, Split Dollar in action, and key Buy-Sell techniques that can support business continuity planning. Understanding these approaches can help financial professionals identify new opportunities within the business owner market.

Join us Tuesday, April 7 from 12:00 pm to 1:00 pm Eastern. Register today to learn more about the strategies shaping business planning conversations in today’s market.

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