Broker Check
21 Oct
Business Owner and Executive Solutions


Please join us for our upcoming free virtual event, "Business Owner and Executive Solutions". 

Business owners and Executives are great at running their companies and growing their businesses. But all too often, running a successful business means being involved in areas of business that might not be the owner’s or executive’s strength, or have the time to learn. Learn of ways to better protect your business interest and better position your business, not just during these times, but ongoing.

We will be joined by Chad Albano, Executive Director at Global View Capital Advisors, and Jason O’Barr, Regional Vice President, Protection Lines, at Ash Brokerage, as we present ideas and Advanced Plan Designs that focus on helping management teams fill the gaps in their succession planning, key person protection, executive incentive plans and employee retention.

During this event, you will learn:

• How to obtain a complimentary informal valuation.

• About Buy-Sell planning and how to protect that need with insurance with pennies on the dollar. 

• About how to have existing Buy-Sell Agreements reviewed at no cost to make sure they are still appropriate and accurate.

• About key person insurance to protect the business and retain and reward key employees.

• How to create a deferred bonus plan for owners along with select key individuals without offering it to everyone, establishing an incentive program that is performance-based and not one that is just expected.

Feel free to invite your counterpart(s), as well as other executives and decision makers. RSVP today for this Free virtual event.

Date and Time

Wed, Oct 21, 2020

2:00p - 3:00p CST


Virtual Event (separate Zoom Link to be sent upon registration)


Event Registration

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