Insurance Strategies for Businesses


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Course Description

Indiana Course Approval Number: 40305

This course represents 14 Credit Hours of State Certified Continuing Education.

The owner of every business, whether it’s a sole proprietorship, partnership, or closely held corporation, is a prime candidate for financial and estate planning. The great degree of interdependence between the business owner’s personal and business affairs presents unique challenges and opportunities. The business owner must establish and maintain the integrity of the business, safeguard the business entity and the people who make the business run, plan for the successful continuity of the business after retirement or death, and provide for the financial security of the family during life and after death. Therefore, it’s imperative that the business owner be fully aware of the effect his or her retirement, disability, or death may have on both the business and the owner’s family, and to plan in advance for a smooth and efficient disposition of the business interest.

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