Why are succession plans so important for small businesses? And what can advisers do to approach owners with these issues in the right way? Join Robert Stuchiner and Stephanie Alper-Lisi talk about succession plans - why they are critical for business longevity, how advisers can bring up these risks in a positive light and what resources are available for them. Learn more about what options are accessible for business owners and how Synergy Life Brokerage can help you at www.SBKG.com

Show Notes:

00:06 Who is Robert Stuchiner and what makes him a powerful voice in the Life Insurance Industry?

00:38 What resources are available to advisers to help aid small business in succession planning? And why is succession planning so important for businesses?

02:22 What do businesses risk losing when a plan isn’t put into place? And why do owners usually avoid succession plans?

03:35 How should business owners figure out how much life insurance they should be buying?

04:54 From what point of view should advisers recommend this life insurance to business owners?

05:11 Why is LTC incredibly important for a business?

06:03 How can business owners benefit, add value to and keep key employees in their business with different types of life insurance?

07:16 What does Robert recommend advisers do to approach business owners about these topics?

08:07 What resources and tools can Synergy provide to help advisers with business owners?

Learn more Vitality and Synergy Life Brokerage at www.SBKG.com

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