NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.
Wellendorf will be discussing the different aspects of the life insurance business marketplace with live examples from the case study to emphasize his points. He will also cover the importance of an exit strategy, along with how to start building one.
Particular topics of interest include:
- Providing the statistics on the number of business owners with good exit strategy plans in place.
- Understanding and working with client objectives.
- How best to maintain your lifestyle.
- What is important to business succession planning and other business exit strategies.
NAIFA is the leading advocacy association for insurance and financial advisors with members in every congressional district and advocates on behalf of financial professionals and their clients in Washington, D.C., and in every state capital.
The Advanced Practice Impact week is a collaboration between NAIFA and the Society of FSP. The three days of sessions will include presentations from industry thought leaders covering a broad range of topics including succession planning and strategies for using life insurance for business owners.