Legal Structure and Issues :
Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode 1 of A 3 Part Series
3 Part Series for the Price of 2
Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series
Financial planners and insurance agents are gravitating toward the business market more and more. With more advisors working with business owners, it is critical that you understand the differences in business entity types in order to properly advise your clients and uncover all the planning opportunities. Advisors who lack knowledge in this growing area will be left behind. It is important to understand the legal and tax differences between the various entity types to best advise clients and find sales opportunities.
Their three-part series is designed to get you quickly up to speed and will cover the following topics:
Part 1 - Legal Structure and Issues (November 22 @ 1pm ET)
The differences between Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies
- Review certain aspects of the Revised Model Business Corporation Act, Uniform Partnership Act, and Revised Uniform Limited Liability Company Act
- Review the formation requirements for each type of entity
- Review the administrative and management requirements for each type of entity, including the ease of operation
- Review the owners’ ability to raise capital (debt vs. equity)
- Review the owners’ ability to transfer their ownership interests and the continuity of the business entity
- Cover an owner’s personal liability depending on the type of entity
- Summarize the pros and cons of each type of entity
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Michael Geeraerts, CPA, JD, CGMA, CLU is an advanced planning consultant at The Guardian Life Insurance Company of America. Prior to joining Guardian, Michael was a manager at PricewaterhouseCoopers LLP and a tax consultant at KPMG LLP. Michael’s experiences range from preparing tax returns for middle market companies, auditing mutual funds’ financial statements, to researching unique tax savings strategies for various companies. Michael has written articles for numerous national publications and has delivered continuing education courses to CPAs and attorneys on a variety of estate, business, and income tax planning strategies.