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SUMMARY:AIN EVENTS | The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions
DESCRIPTION:Where are the majority of large cases coming from in 2026? \nIt’s likely the business market. \nToday’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. \nThat makes brushing up on the current state of business planning in our upcoming session with Andrew Rinn at North American a great idea. \nHe’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. \nTopics include: \nExecutive Bonus/REBA\nSplit Dollar in Action\nBuy-Sell Techniques
URL:https://www.carylevinson.com/event/ain-events-the-business-owner-playbook-from-bonus-plans-to-buy-sell-solutions/
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