Josh Meester, Scott Bachmann, and E4 Insurance Services are proud to partner with Brad Newcomb, Regional Vice President for John Hancock, for an engaging Lunch & Learn session focused on Business Owner Solutions—designed to help you identify and implement life insurance strategies that resonate with today’s entrepreneurs.
We’ll cover two key components:
B.O.S.S. Framework Overview – Learn practical ways to approach Key Person coverage, Executive Bonus plans, business continuation, and retirement/estate planning using life insurance as a flexible tool.
Whether you’re new to business owner planning or looking to refine your approach, this session will provide actionable insights and resources to serve your clients better.
Real-World Case Study – See how a successful, family-run company addressed complex needs like buy/sell agreements, estate planning, and succession strategies through tailored insurance solutions.
Gameplan Details:
Date: Thursday, July 10th
Time: 10:00 am – 12:00 pm (Lunch will be provided)
Location: Stone Porch Alehouse – 950 Kimball Lane, Verona, WI 53593