2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361                    (800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK

Event Library

Home / Event Library
HOME   /   ABOUT US  /   MARKETS   /   TOOLS    /    BLOG    /   EVENTS   /   RESOURCES    /   CONTACT
Paul Sargent: Strategies to Recruit,
Reward and Retain Key Talent

Tackling the Business Owner market can be an intimidating task. Many Advisors have the right clients but hesitate due to lack of resources or knowledge of available planning strategies. We would like to invite you to join us for a 30 minute interactive call with Paul Sargent CLU, ChFC, CLF from Principal Financial to dive into the resources and viable planning strategies they can offer.

Topics Include:
  • Issues Facing Business Owners/Key Employees
  • Overview of Executive Benefits
  • Key Plan Designs
    - Bonus Plans
    - Simplified Deferred Compensation Plans
    - Full-Service Deferred Compensation Plans
  • Informal Business Valuations and Buy-Sell Agreement Review

Paul Sargent CLU, ChFC, CLF brings 11 years of advanced life insurance planning to his role as Regional Vice-President – Business Owner and Executive Solutions with the Principal Financial Group. Paul specializes in helping advisors expand their practices into the business owner and executive market through sales ideas, training, case consultation and point-of-sale work. Paul’s key areas of expertise include business continuity and succession planning, wealth transfer and estate planning and non-qualified supplemental retirement income strategies for business owners and key employees.
VIEW EVENT RECORDING
Check Out Our Newest Published Articles:
Demographic trends suggest that the market will be seeing more sales of family-owned businesses over the next twenty years. According to research by H...
When considering your high-net-worth clientele, you’ll likely find an extensive range of financial circumstances, asset structures, strategic goals, f...
It’s a phenomenon comprising two parts: one, completely understandable; the other, frustrating to the borders of fury. You have a client who just can’...