Taking off to Phoenix, Arizona where I’ll be a keynote speaker at a Camas Advice event. 🎤

The focus? Empowering financial advisors and life insurance agents to maximize their potential with business owners.

Leveraging my experience with high-net-worth individuals and business owners, I’m ready to share insights and strategies. All with the aim to enable advisors to serve their clients more effectively.

Our one-day event will ignite discussions on succession planning, buy/sell agreements, and Captive Insurance strategies. As the Carve Out King, I’ll delve into different carve-out plans for key employees using disability, long-term care, and life insurance.

If you need assistance in these areas, feel free to contact me. And of course, if you have any insights or strategies to share, please leave them in the comments.

Boarding my flight to Phoenix now! I’ll share some key takeaways when I return.

#CamasAdvice #FinancialAdvisors #LifeInsuranceAgents #SuccessionPlanning #CarveOutKing #Phoenix”