Session Description

Closely held and family businesses represent 99.7 percent of U.S. employer firms and 42 percent of private payroll. These entrepreneurs are hungry for simple and cost-effective solutions to compete with large corporate employers in attracting and retaining talented executives. The financial professional who develops these dynamic individuals as a target market will find a personally satisfying and lucrative career focus.

This session will:

• Teach winning strategies to present yourself as an executive benefit compensation consultant rather than a salesperson
• Explore the nuances between bonus, split dollar and deferred compensation plans
• Dispel simplistic myths that IRC section 409A is too complex and that split dollar is dead
• Impart the secret of tying benefit plans to increasing shareholder value by utilizing plan features that require collaboration with your business owner client's attorney and accountant.

Biography

John Gephart, J.D., CLU, is a second vice president, marketing counsel, with the Ameritas Life Insurance Company. Gephart has more than 30 years of advanced sales consulting experience with a specialty in planning for closely held and family businesses and non-qualified executive benefit plans. He is a frequent speaker on business and estate planning topics, a past president of the Cincinnati Society of Financial Service Professionals and NAIFA chapters, and past chairman of the LIMRA Advanced Sales Committee. His articles on executive benefit planning have appeared in Financial Planning, Life Insurance Selling, National Underwriter and Life Association News.

The Ameritas Life Insurance Company
1876 Waycross Rd.
Cincinnati, OH 45240 United States

Email: jgephart@ameritas.com
Phone: +1 513-595-2685