Ever wondered what Business Prenups and Buy-Sell Agreements are, especially when it comes to being a life insurance advisor? In this video, Rick Bailey, JD, MAcc, CFP®,
Josh meets Rick at an advanced planning conference in San Francisco, California. The two hit it off right away and have been working together helping clients ever since.
Tom Webb, a Director at Penn Mutual, forms a mentor/mentee relationship with Rick bringing many advanced planning solutions using life insurance to use for business and estate planning clients.
Obtained life insurance and securities licenses to be able to provide comprehensive planning and filling a gap in the overall financial planning process for clients.