Key Employee Retention Solutions for Business Owners

Business owners need complex planning.

Their financial success hinges on the future state of their business. And today, more than ever, that balance is unsettled. What lies ahead is a collection of “what ifs” surrounding cash flow, clients, employees, retirement and more.

You can help take one concern off the table through turnkey insurance solutions. This webinar will equip you to deliver for this underserved market. Along with Patti Bell from Principal, we’ll focus on three foundational planning needs for key non-owner employees:

  • Restricted Bonus
  • Lump Sum Deferred Bonus
  • Defined Contribution and Deferred Compensation

You’ll walk away ready to provide solutions that help business owners secure their future.

Who You’ll Be Hearing From

Patti Bell

Patti Bell
AVP - Advanced Solutions
Principal Financial Group

Patti Bell, CPA, CLU supports agents who have technical questions regarding advanced business and estate planning cases. Since joining Principal in 1986, she has been a frequent continuing education speaker across the country on business planning, executive benefits, estate planning and life insurance planning.

Matt Erpelding_Circle.png.png

Matt Erpelding
Advanced Markets Lead,
Ash Brokerage

Matt Erpedling has been with Ash since 2005, developing a broad-based understanding of life insurance and advanced markets strategies. His primary focus is answering advanced markets questions, working closely to develop strategies that tie in the proper product and design to fulfill client planning needs.