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Farm & Business Succession Planning 103485-5-IA

Farm & Business Succession Planning 103485-5-IA

6 CE credits • Patrick Hatting, MBA, ChFC, CLU, CASL, LUTCF

  • Location Course
  • IA Course No. 103485 (General)
  • CFP Board Program ID #256092

Farms are a unique business and they need to have a plan like many other businesses.  If the owner dies too soon, becomes disabled or has long term care needs later in life, the business may be financially stressed to the point that assets need to be liquidated.  Risk management planning is critically important to businesses and having a plan that covers major financial cash calls may be the difference in a business folding or succeeding.  Individuals have choices and some choose not to insure themselves and many choose temporary plans that expire prematurely.   Understanding the difference between low price and low cost and being able to explain it to your customer.  Having a scientific formula for recommending a specific amount of life insurance coverage to your client may be the one of the best skills you bring to the relationship.

NOTICE:  Ethics 2019: Anti-Money Laundering (8:30-11:20am) is also offered on this date at this location.

Event Details

Event Name: Farm & Business Succession Planning 103485-5-IA
Show Event Date: 10 Oct, 2019
Individual Registration Rate: $85.00
Address: 230 St. Andrews WaySouth West Hall, Sioux Center, IA 51250