BREW: Assisting Your Client in Choosing an Executive Benefit Plan

31oct1:46 pm1:46 pmBREW: Assisting Your Client in Choosing an Executive Benefit Plan

Event Details

Dave Soczek returns to the BREW to discuss Executive Benefit Plans. Dave works with financial professionals around 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.

As the needs, goals, and corporate structure of every business is different, this BREW will assist you in finding the right solution to your client’s executive reward and retention benefit plan.

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Time

(Tuesday) 1:46 pm - 1:46 pm

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