BREW: Assisting Your Client in Choosing an Executive Benefit Plan

Dave is a recurring BREW guest and works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as: recruiting, rewarding and retaining key employees; correcting deficiencies in current benefit plans; Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance COLI programs and reviews; asset repositioning; assisting the business owner get the most out of their business and its ultimate transfer.

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