Buy-sell agreements are essential for protecting business owner clients—but most are outdated, misstructured, or tax-inefficient. You’ll hear directly from industry experts Paul Sargent, CLU, ChFC, CLF and Tracey Ullom, JD, LLM, CLU as they dissect real planning traps—highlighting lessons from the recent Connelly estate tax case—and share powerful, flexible alternatives that elevate your value as an advisor.
During this webinar, you'll learn: