Course curriculum

  • 01
    1. Why Work with Small Business Owners?
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    • Welcome
    • Why Work with Small Business Owners?
    • Section 1 Quiz
  • 02
    2. Fundamentals & Business Structure
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    • Types of Businesses
    • Examples of Businesses
    • Business Structure Wrap-up
    • Section 2 Quiz
  • 03
    3. Common Problems for Business Owners
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    • Common Problems for Small Business Owners
    • 3a. Protection
    • 3b. Retirement (Qualified Plans)
    • 3b. Retirement (IUL)
    • 3c. Business Succession
    • Section 3 Quiz
  • 04
    4. Buy-Sell Agreements
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    • Buy-Sell Agreements - Part 1
    • Buy-Sell Agreements - Part 2
    • Section 4 Quiz
  • 05
    5. Valuation & Funding
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    • Valuation
    • Funding
    • Section 5 Quiz
  • 06
    6. Key Person Insurance
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    • What is Key Person Insurance?
    • Examples - Who is a Key Person?
    • Reviewing Existing Coverage
  • 07
    7. Executive Benefit Plans
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    • 7a. One-Way Buyouts
    • 7b. Executive Benefit Plans
  • 08
    8. The Power of Stories
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    • 8a. Stories 1
    • 8b. Deadhead
    • 8c. Daddy's Prom Date
    • 8d. Lake House
    • 8e. Big Farma
    • 8f. IUL - The Multi-tasker
  • 09
    9. Roleplay
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    • 9a. Allen the Dentist
    • 9b. Shawn from Squaw Creek
    • 9c. The Garage Woodworker
  • 10
    10. Interviews with Industry Professionals
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    • Interview: Lee Duncan
    • Interview: Larry Roemer
    • What'd You Think?