During this workshop, we’ll discuss many of the issues faced by closely held business owners today.

Topics covered include: 

• The impact the loss of a key employee has on the owner of a business 

• Ways to reward key employees and owners 

• Estate planning issues that will be faced by the business owner and his/her family at death 

• How to help lay out a “road map” or action plan for implementing solutions 

This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York LifeInsurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies. © 2017 New York Life Insurance Company. All rights reserved. SMRU 5033407 (exp. 7.31.2028)