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:
If you’re looking for insight into America’s legislative process, consider the wisdom of the Three Rules of Mountaineering. “It’s always further than ...
I wrote a few weeks ago that Congress was preparing to limit the use of Roth IRA accounts, particularly for wealthier taxpayers. I wasn’t entirely sur...
There was a time, before last year’s election campaign, when we could discuss issues unpolitical in nature, though only a little less disagreeable. Ma...