businessownerpodcast

Straight from the pages of true crime, and the popular podcasts that captivate audiences, we bring you a real life case to discuss with our experts. In this episode, Andrea Ploch, Vice President, Carrier Relations, and Steve Kroeger, CLU, HIA, MBA, Vice President, Advanced Sales, share a popular true crime case and how you can help your clients avoid a similar, scary outcome.

Your client may be the picture of health, successful in business, and ready to buy a life insurance policy to protect their family's wealth. But did you know that they smoke marijuana and enjoy skydiving? Not unless you ask them! Field underwriting at the outset of a potential transaction is the most critical stage in the process and determines success, failure, and pricing for your client. In this episode, Adrienne Wilson, Senior Underwriting Consultant at Crump, shares valuable insight on how to approach what can be sensitive topics for you and your clients upfront.

Can you take a vacation without worrying about the integrity of your business? Have you delegated management decisions to your team?  And if you plan to sell or transition your business to the next generation, will you or your presence be an obstacle in that process? It may be "your business". But if you are your business, statistics show that you will likely face significant challenges transitioning. In this conversation, Certified Exit Planning Advisor Brian Trzcinski welcomes John Dini, Founder & CEO of The ExitMap, who shares lessons learned in his 30+ years of helping business owners transition.