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IIAW Webinar: Life and Health Solutions for Business Challenges
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3 CE Approved

 Export to Your Calendar 10/26/2017
When: Thursday, October 26, 2017
12:00 PM - 3:00 PM
Where: IIAW Webinar
United States
Contact: Katie Goswitz


Online registration is available until: 10/24/2017
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COURSE TOPICS

Identify the characteristics, advantages, disadvantages, loss exposures, and variation of insurance products available based on the type of business entity (Sole Proprietor, Partnership, Limited Liability Company, or Corporation).  Evaluate serious risk management challenges every business could experience because of an owner or key employee’s death or disability.  Explore the financial and personnel considerations that need to be addressed to determine limits of insurance and how various life and disability products can be used to fund a business succession plan (Buy-Sell Agreement).  Examine the benefits and potential problems associated with an Employer Owned Life Insurance (EOLI) policy and the role played by the agent.  Discuss the uses and tax treatment of Life and Disability Insurance to insure a Key Person and how to protect a business with Business Overhead Expense (BOE) insurance.


CONTINUING EDUCATION

This webinar course is approved for 3 hours of Wisconsin continuing education credit. Attendees must be present during the webinar to receive CE credits.

 

REGISTRATION INFORMATION

Course fee is $39.00 for IIAW members, $57.00 for non-members. The IIAW will email a Webinar Invitation to you for the scheduled class approximately 24 hours before the webinar begins, along with any other required forms.

Adobe Flash Player is required to view the webinar. A link for a free download will be included in the Webinar Invitation.

 

CANCELLATION POLICY

A written request for a one-time transfer of the full registration fee to another scheduled IIAW webinar or a refund less a $5 cancellation fee may be made up to 24 hours before the beginning of the webinar for which the individual is registered. Substitutions are welcome — please email notification of name, license number, and email address for receiving login information

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