AIN EVENTS | The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions
February 24 @ 2:00 pm - 3:00 pm
Where are the majority of large cases coming from in 2026?
It’s likely the business market.
Today’s estate tax exclusion limits are high enough they are only relevant to the ultra-affluent, making executive benefits and buy/sell planning a clear “pivot” for advisors seeking new planning-centric sales opportunities.
That makes brushing up on the current state of business planning in our upcoming session with Andrew Rinn at North American a great idea.
He’ll walk through a straightforward approach to educating advisors and clients on the fundamentals, equipping your team to work confidently in this space, and introducing a team of experts at North American who can help you bring these cases to successful conclusion.
Topics include:
Executive Bonus/REBA
Split Dollar in Action
Buy-Sell Techniques
Where are the majority of large cases coming from in 2026?
It’s likely the business market.
Today’s estate tax exclusion limits are high enough they are only relevant to the ultra-affluent, making executive benefits and buy/sell planning a clear “pivot” for advisors seeking new planning-centric sales opportunities.
That makes brushing up on the current state of business planning in our upcoming session with Andrew Rinn at North American a great idea.
He’ll walk through a straightforward approach to educating advisors and clients on the fundamentals, equipping your team to work confidently in this space, and introducing a team of experts at North American who can help you bring these cases to successful conclusion.
Topics include:
Executive Bonus/REBA
Split Dollar in Action
Buy-Sell Techniques
Details