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TAN Education meeting - REDW

  • 1 Aug 2019
  • 3:30 PM - 5:30 PM
  • REDW

Registration is closed

The monthly TAN Education meeting for August has Maria Guy moderating and Diana Borroel-Atha presenting on Business Insurance - What Type and Why?   

It’s good business to plan ahead. “There are over 9.7 million businesses in the U.S. with fewer than 100 employees.” (Small Business Profile, US SBA, 2016) What is business insurance and why is it important? What is: Executive Bonus (162 bonus) plan, Restricted Executive Bonus arrangement plan, Nonqualified Deferred Compensation (NQDC) plan, Key Person life insurance, Buy-sell cross-purchase agreement, Buy-sell entity-purchase agreement, Partnership buy-sell agreement? And how do you fund them?

Diana Borroel-Atha is an CLU®  Chartered Life Underwriter®, ChFC® Chartered Financial Consultant, and Financial Advisor with Atha Financial Solutions with many years of experience. She received her Professional Designations at The American College of Financial Services College in Bryn Mawr, Pennsylvania. Diana seeks to connect with the right clients who want to take control of their finances and enjoys working with business owners who think it is good business to plan ahead.

Guests please contact a member to register!

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