Sobering Statistics 3 out of every 10 workers between the ages of 25-65 will experience an illness that will keep them out of work for 3 months or longer More than ½ of business owners surveyed did not have a will. By not making a will, those who do not have one are putting their families and businesses at risk.
Role of your Financial Advisor • Point of Contact and Resource • Experienced Advisor/Team Member • Provider • Risk Manager • Quarterback
As your Financial and Investment Quarterback Business Protection Income Protection Retirement Plan/s Wealth Transfer Succession Planning Business Growth or Sustainability may be your #1 immediate concern We help you Identify Business and Personal Wealth Protection Hurdles and Strategies Desired Lifestyle Goals Present and Future Income Needs, Strategies and Sources We help you manage Your Investments and Financial Plan for Both Business and Personal Needs Risk
Recommended Next Steps Recognize the importance of networking with business peers like your fellow business owners who are here tonight and part of the NTMA Work with legal, accounting, financial and insurance professionals to draft a comprehensive risk/benefit plan that aligns with your needs, goals, and both business and personal financial timelines Review your current benefit offerings and make sure they also align with your goals, provide for yourself, your key employees and your overall business priorities Avoid allowing your short-term necessities in keeping you from the development of a longer term protection and benefit plan! Your Families, Your Employees and Your Future may all be counting on you!!! Business Owner