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Business Owner Planning:
Key Man Insurance, Succession Plans, & Related Planning
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Recently Released!!!
Date Published: October 19, 2022
Summary PowerPoint Deck: 300 Slides
Reference PowerPoint Deck: 743 Slides
The purpose of this research is to provide readers with a comprehensive understanding of business owner planning, including key man insurance, succession plans, & related planning. This research is part of Tiburon's broader coverage of financial planning.
This research starts with a context setting chapter, and then addresses the key historical phases of business owner planning, including:
- Early Phase
- Middle Phase
- Recent Phase
This research defines the key business owner planning services, including:
- Key Man Insurance
- Retirement Plans & Other Benefits
- Succession Plans
And this research makes several future predictions for business owner planning, including:
- Substantial Growth in Business Owner Planning
- Fastest Growth in Key Man Insurance
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Member Access
Tiburon Members & individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.
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Public Access
Please click on the Table of Contents icon below to see more details of this research.
Media Access
Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.
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Tiburon Research Subscriptions
If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.
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