Business Protection Planning Issues

Things to do
0 Love It
Save it
Business Protection Planning Issues
More Less
This seminar is on Business Protection Planning Issues. We will point out key factors a business owner will want to pay attention to in order to avoid costly mistakes in the event of an emergency:
How to retain your best employees with limited spending
How to keep your business expenses paid and keep your customers
Planning the succession of their business whether it involves family or a partnership
Employee benefit options available to business owners and the actual benefit behind them

Western & Southern Life was established in 1888 and is based out of Cincinnati, Ohio with the Tampa Bay office being one of their largest offices. Western & Southern holds a Comdex rating of 96 out of 100 and since 1928, Western & Southern has maintained an A or higher financial strength rating from A.M. Best.

About the Presenters:
Danielle Charette is a Regional Marketing Manager with Western & Southern Life covering the West Coast of Florida. She focuses on educating local business owners on the different opportunities they have when it comes to protecting and growing their business. She also specializes in helping teams and local business owners network effectively in the community while cultivating beneficial relationships to help market their businesses.
Mike Everritt is a Registered Financial Representative with Western & Southern Financial Group. He specializes in business and retirement planning as well as helping young families plan for their futures. Mike focuses on the following but not limited to: Business Succession Planning and Insurance, 401k Rollovers, IRA Consolidation, Life Insurance and Business Protection Insurance. Mike can be contacted at or 813-629-8190
More Less


To improve this listing email: