Call Me When... Need asset protection; buy-sell funding strategies; transitional planning for sale
CIC (Certified Insurance Counselor) CLU ( Chartered Life Underwriter) TRA (Trusted Risk Advisor)
Risk mitigation strategies that need to be addressed in transitional business planning
Trust Risk Advisor program designed by Scott Addis, Beyond Insurance, Inc. and endorsed by Independent Insurance Agents of North Carolina, Inc.
funded buy-sell arrangements; Reps and warranties implementation for sellers;
Member for 1 Year
Risk Mitigation resource for other collaborative professionals
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