Exit Plan Show

Insurance Advisor Videos

A curated set of videos for this profession within the Exit Plan Show library.

BEI Annual Conference Robert Langan and Langan Financial Group

Watch our BEI 2015 annual conference interview featuring Robert Langan and Langan Financial Group.

BEI Annual Conference – John Degan and John Degen and Associates, LLC

Watch our BEI 2015 annual conference interview featuring John Degan and John Degen and Associates, LLC.

BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Watch our BEI 2015 annual conference interview featuring Josh Patrick and Stage 2 Planning Partners.

BEI Annual Conference – Mark Flenniken and Circle Insurance

Watch our BEI 2015 annual conference interview featuring Mark Flenniken and Circle Insurance.

BEI Annual Conference – Robert Spivey and Wealth Strategies For Life, LLC

Watch our BEI 2015 annual conference interview featuring Robert Spivey and Wealth Strategies For Life, LLC.

BEI Annual Conference – Terrell Sheppard and Asset Management Group

Watch our BEI 2015 annual conference interview featuring Terrell Sheppard and Asset Management Group.

BEI Annual Conference – Timothy Dougherty and Windsor Financial Group

Watch our BEI 2015 annual conference interview featuring Timothy Dougherty and Windsor Financial Group.

BEI Annual Conference – Tom Ganos and IWC Family Offices

Watch our BEI 2015 annual conference interview featuring Tom Ganos and IWC Family Offices.

How Employee Benefits Killed the Sale

The ugly hidden impact of poorly designed corporate insurance.

A 20+ Million Dollar Business Exit Planning Case Study With Cleveland CFP and Wealth Manager Mark Tepper

A C-Corporation Construction Company Case Study With Ohio Family Business Specialist Keven Prather

A Sale To Employees Case Study With James Maher

Professions