Jul 30, 2024
In this week’s episode of the Wicked Pissah
Podcast, Kim Furnald, CLU returns to the program. Using a
holistic approach after a career in financial services, Kim for the
past decade has been working with advisors on Estate and Business
applications of insurance. In this episode, Kim brings to
life some helpful scenarios that help to illustrate different
business insurance concepts – like buy-sell funding (whether cross
purchase or entity plans), executive bonus, split-dollar funding,
and discussion of disability cases as well as for life coverage for
these needs. Kim shares recent case law that impact these
issues as well. Listen in to a familiar topic, but learn more
or get a refresher on how to approach business owners’ needs
surrounding insurance concerns and opportunities.
https://www.linkedin.com/in/
https://www.linkedin.com/in/
https://www.linkedin.com/in/j-