--- title: Business Planning with Life and Disability Insurance description: "NAIFA & the Society of FSP bring you the webinar: Business Planning with Life and Disability Insurance. December 3rd 2025. CE Credit Available." image: https://at.naifa.org/hubfs/webinar_120325_1200x627.jpg --- [![ApexNLC_banner2-1](https://at.naifa.org/hs-fs/hubfs/ApexNLC_banner2-1.jpg?width=728&height=73&name=ApexNLC_banner2-1.jpg)](https://apex.naifa.org/) [![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ](https://at.naifa.org/) [![Join NAIFA](https://no-cache.hubspot.com/cta/default/2635471/19793afe-5adf-4f28-b999-9dd4527de76b.png)](https://cta-redirect.hubspot.com/cta/redirect/2635471/19793afe-5adf-4f28-b999-9dd4527de76b) [**](https://at.naifa.org/business-planning-with-life-and-disability-insurance#tmpmodule_1614584860767204) ** ![Lifesaver Beach-1](https://at.naifa.org/hs-fs/hubfs/Lifesaver%20Beach-1.jpeg?width=1400&height=799&name=Lifesaver%20Beach-1.jpeg) #### **NAIFA Members Provide Financial Security** ###### 1 min read ## [Business Planning with Life and Disability Insurance](https://at.naifa.org/business-planning-with-life-and-disability-insurance) By [NAIFA](https://at.naifa.org/author/naifa) on 11/12/25 3:06 PM ![](https://at.naifa.org/hubfs/webinar_120325_1200x627.jpg) Life and disability insurance are powerful tools in business planning, helping to protect companies, retain key employees, and facilitate ownership transitions. Join NAIFA on Wednesday, December 3, 2025, from 12:00 to 1:00 pm Eastern for “Business Planning with Life and Disability Insurance,” a program designed to help financial professionals strengthen their understanding of how these products support long-term business success. Presented by Dan Finn, JD, CLU, CFP, Director in Principal’s Business and Advanced Solutions Division, this webinar will explore how life and disability insurance can be used in key person plans, non-qualified compensation arrangements such as bonus, split-dollar, and deferred compensation plans, and how they fund entity purchase and cross-purchase buy-sell agreements. Register today to learn how to incorporate life and disability insurance into your business planning strategies and better protect the organizations you serve. [![REGISTER](https://no-cache.hubspot.com/cta/default/2635471/fa90249d-3a54-479e-9d74-6beb5852ff90.png)](https://cta-redirect.hubspot.com/cta/redirect/2635471/fa90249d-3a54-479e-9d74-6beb5852ff90) # TOPIC LIST : - [Member Spotlight (186)](https://at.naifa.org/tag/member-spotlight) - [Press Release (161)](https://at.naifa.org/tag/press-release) - [Podcast (97)](https://at.naifa.org/tag/podcast) - [Advisor Today (87)](https://at.naifa.org/tag/advisor-today) - [Loyal Member Profile (83)](https://at.naifa.org/tag/loyal-member-profile) - [Leaders (65)](https://at.naifa.org/tag/leaders) - [Life Insurance & Annuities (63)](https://at.naifa.org/tag/life-insurance-annuities) - [Awards (56)](https://at.naifa.org/tag/awards) - [Insurance (54)](https://at.naifa.org/tag/insurance) - [New Member Profile (54)](https://at.naifa.org/tag/new-member-profile) - [Potential Partners for Advisors (54)](https://at.naifa.org/tag/potential-partners-for-advisors) - [Financial Planning (41)](https://at.naifa.org/tag/financial-planning) - [Webinar (40)](https://at.naifa.org/tag/webinar) - [Diversity (35)](https://at.naifa.org/tag/diversity) - [Grow Your Business (35)](https://at.naifa.org/tag/grow-your-business) - [Business Performance Center (34)](https://at.naifa.org/tag/business-performance-center) - [Long-Term Care (32)](https://at.naifa.org/tag/long-term-care) - [Members (32)](https://at.naifa.org/tag/members) - [Advocacy (30)](https://at.naifa.org/tag/advocacy) - [Membership (28)](https://at.naifa.org/tag/membership) - [Medicare (27)](https://at.naifa.org/tag/medicare) - [#NAIFAProud (26)](https://at.naifa.org/tag/naifaproud) - [Professional Development (26)](https://at.naifa.org/tag/professional-development) - [NAIFA Partner (25)](https://at.naifa.org/tag/naifa-partner) - [Loyal Member (24)](https://at.naifa.org/tag/loyal-member) - [Limited & Extended Care Planning Center (23)](https://at.naifa.org/tag/limited-extended-care-planning-center) - [NAIFA 100% Agency (23)](https://at.naifa.org/tag/naifa-100-agency) - [Talent Development Center (23)](https://at.naifa.org/tag/talent-development-center) - [LACP (20)](https://at.naifa.org/tag/lacp) - [Federal Advocacy (19)](https://at.naifa.org/tag/federal-advocacy) - [Life Happens (19)](https://at.naifa.org/tag/life-happens) - [NAIFA CEO Executive Summary (19)](https://at.naifa.org/tag/naifa-ceo-executive-summary) - [Retirement Planning (19)](https://at.naifa.org/tag/retirement-planning) - [Financial Literacy (15)](https://at.naifa.org/tag/financial-literacy) - [Leadership (14)](https://at.naifa.org/tag/leadership) - [Marketing (14)](https://at.naifa.org/tag/marketing) - [NAIFA Proud (14)](https://at.naifa.org/tag/naifa-proud) - [Retirement (14)](https://at.naifa.org/tag/retirement) - [Apex (13)](https://at.naifa.org/tag/apex) - [COVID-19 (13)](https://at.naifa.org/tag/covid-19) - [Certifications & Designations (13)](https://at.naifa.org/tag/certifications-designations) - [Prospecting (13)](https://at.naifa.org/tag/prospecting) - [#MemberBenefits (12)](https://at.naifa.org/tag/memberbenefits) - [Legislation & Regulations (12)](https://at.naifa.org/tag/legislation-regulations) - [Sales & Marketing (12)](https://at.naifa.org/tag/sales-marketing) - [Technology (12)](https://at.naifa.org/tag/technology) - [Ethics (11)](https://at.naifa.org/tag/ethics) - [FSP (11)](https://at.naifa.org/tag/fsp) - [FinTech (11)](https://at.naifa.org/tag/fintech) - [Grassroots (11)](https://at.naifa.org/tag/grassroots) - [Group & Employee Benefits (11)](https://at.naifa.org/tag/group-employee-benefits) - [Research/Trends (11)](https://at.naifa.org/tag/research-trends) - [Running Your Practice (11)](https://at.naifa.org/tag/running-your-practice) - [Health Care (10)](https://at.naifa.org/tag/health-care) - [Life Insurance Awareness Month (10)](https://at.naifa.org/tag/life-insurance-awareness-month) - [Advanced Planning (9)](https://at.naifa.org/tag/advanced-planning) - [Planning in Advance (9)](https://at.naifa.org/tag/planning-in-advance) - [Reverse Mortgages (9)](https://at.naifa.org/tag/reverse-mortgages) - [Technology Tools (9)](https://at.naifa.org/tag/technology-tools) - [Practice Management (8)](https://at.naifa.org/tag/practice-management) - [Producer Sales & Marketing (8)](https://at.naifa.org/tag/producer-sales-marketing) - [Benefits (7)](https://at.naifa.org/tag/benefits) - [Disability Insurance (7)](https://at.naifa.org/tag/disability-insurance) - [Limited Care (7)](https://at.naifa.org/tag/limited-care) - [Protect Your Business (7)](https://at.naifa.org/tag/protect-your-business) - [Sales (7)](https://at.naifa.org/tag/sales) - [Advocacy Partnerships (6)](https://at.naifa.org/tag/advocacy-partnerships) - [Congressional Conference (6)](https://at.naifa.org/tag/congressional-conference) - [DOL (6)](https://at.naifa.org/tag/dol) - [Financial Security (6)](https://at.naifa.org/tag/financial-security) - [IFAPAC (6)](https://at.naifa.org/tag/ifapac) - [Industry News (6)](https://at.naifa.org/tag/industry-news) - [Long-Term Care Insurance (6)](https://at.naifa.org/tag/long-term-care-insurance) - [Annuity Awareness Month (5)](https://at.naifa.org/tag/annuity-awareness-month) - [Disability Income Insurance (5)](https://at.naifa.org/tag/disability-income-insurance) - [Life Annuity Certified Professional (LACP) Program (5)](https://at.naifa.org/tag/life-annuity-certified-professional-lacp-program) - [Loan (5)](https://at.naifa.org/tag/loan) - [Message From the CEO (5)](https://at.naifa.org/tag/message-from-the-ceo) - [4 Under 40 (4)](https://at.naifa.org/tag/4-under-40) - [Congress (4)](https://at.naifa.org/tag/congress) - [Disability Insurance Awareness Month (4)](https://at.naifa.org/tag/disability-insurance-awareness-month) - [Extended Care (4)](https://at.naifa.org/tag/extended-care) - [Financial Wellness (4)](https://at.naifa.org/tag/financial-wellness) - [Help Protect Our Families (4)](https://at.naifa.org/tag/help-protect-our-families) - [Knowledge Centers (4)](https://at.naifa.org/tag/knowledge-centers) - [Medicare Part D (4)](https://at.naifa.org/tag/medicare-part-d) - [NAIFA Foundation (4)](https://at.naifa.org/tag/naifa-foundation) - [Retirement Plans (4)](https://at.naifa.org/tag/retirement-plans) - [Small Business (4)](https://at.naifa.org/tag/small-business) - [Social Media Marketing (4)](https://at.naifa.org/tag/social-media-marketing) - [Taxes (4)](https://at.naifa.org/tag/taxes) - [2025 Strategic Plan (3)](https://at.naifa.org/tag/2025-strategic-plan) - [Annuity Best Interest (3)](https://at.naifa.org/tag/annuity-best-interest) - [CRM (3)](https://at.naifa.org/tag/crm) - [Continuing Education (3)](https://at.naifa.org/tag/continuing-education) - [Diverse Markets (3)](https://at.naifa.org/tag/diverse-markets) - [Fiduciary (3)](https://at.naifa.org/tag/fiduciary) - [Financial Security Champion (3)](https://at.naifa.org/tag/financial-security-champion) - [Journal of Financial Service Professionals (3)](https://at.naifa.org/tag/journal-of-financial-service-professionals) - [LIMRA (3)](https://at.naifa.org/tag/limra) - [Lifestyle Planning (3)](https://at.naifa.org/tag/lifestyle-planning) - [New York (3)](https://at.naifa.org/tag/new-york) - [Referrals (3)](https://at.naifa.org/tag/referrals) - [Social Media (3)](https://at.naifa.org/tag/social-media) - [State Advocacy (3)](https://at.naifa.org/tag/state-advocacy) - [Women (3)](https://at.naifa.org/tag/women) - [401(k) (2)](https://at.naifa.org/tag/401k) - [Careers in Financial Services (2)](https://at.naifa.org/tag/careers-in-financial-services) - [Colorado (2)](https://at.naifa.org/tag/colorado) - [Compliance (2)](https://at.naifa.org/tag/compliance) - [Consumers (2)](https://at.naifa.org/tag/consumers) - [DIAM (2)](https://at.naifa.org/tag/diam) - [Estate Planning (2)](https://at.naifa.org/tag/estate-planning) - [Finance (2)](https://at.naifa.org/tag/finance) - [Future Leaders (2)](https://at.naifa.org/tag/future-leaders) - [Get Out the Vote (2)](https://at.naifa.org/tag/get-out-the-vote) - [LILI (2)](https://at.naifa.org/tag/lili) - [Lead Generation (2)](https://at.naifa.org/tag/lead-generation) - [Medicaid (2)](https://at.naifa.org/tag/medicaid) - [NAIFA CEO (2)](https://at.naifa.org/tag/naifa-ceo) - [NAIFA Quality Award (2)](https://at.naifa.org/tag/naifa-quality-award) - [NLC (2)](https://at.naifa.org/tag/nlc) - [Networking (2)](https://at.naifa.org/tag/networking) - [Regulation Best Interest (2)](https://at.naifa.org/tag/regulation-best-interest) - [SECURE 2.0 (2)](https://at.naifa.org/tag/secure-2-0) - [Savings (2)](https://at.naifa.org/tag/savings) - [Social Security (2)](https://at.naifa.org/tag/social-security) - [Standard of Care & Consumer Protection (2)](https://at.naifa.org/tag/standard-of-care-consumer-protection) - [Tax Reform (2)](https://at.naifa.org/tag/tax-reform) - [WIFS (2)](https://at.naifa.org/tag/wifs) - [YAT (2)](https://at.naifa.org/tag/yat) - [American College (1)](https://at.naifa.org/tag/american-college) - [Artificial Intelligence (1)](https://at.naifa.org/tag/artificial-intelligence) - [Asset-Map (1)](https://at.naifa.org/tag/asset-map) - [Benefits of a Financial Advisor (1)](https://at.naifa.org/tag/benefits-of-a-financial-advisor) - [Books (1)](https://at.naifa.org/tag/books) - [Connecticut (1)](https://at.naifa.org/tag/connecticut) - [Data Security (1)](https://at.naifa.org/tag/data-security) - [Differentiate (1)](https://at.naifa.org/tag/differentiate) - [Education (1)](https://at.naifa.org/tag/education) - [Hall of Fame (1)](https://at.naifa.org/tag/hall-of-fame) - [Industry Leadership Board (1)](https://at.naifa.org/tag/industry-leadership-board) - [Investing (1)](https://at.naifa.org/tag/investing) - [LTC (1)](https://at.naifa.org/tag/ltc) - [LUTCF (1)](https://at.naifa.org/tag/lutcf) - [Legacy Planning Tools (1)](https://at.naifa.org/tag/legacy-planning-tools) - [Legislative Day (1)](https://at.naifa.org/tag/legislative-day) - [Lifetime Healthcare Center (1)](https://at.naifa.org/tag/lifetime-healthcare-center) - [LinkedIn (1)](https://at.naifa.org/tag/linkedin) - [MembershipPays (1)](https://at.naifa.org/tag/membershippays) - [Missouri (1)](https://at.naifa.org/tag/missouri) - [NAIFA Cares (1)](https://at.naifa.org/tag/naifa-cares) - [NAIFA Live (1)](https://at.naifa.org/tag/naifa-live) - [NAIFA Texas (1)](https://at.naifa.org/tag/naifa-texas) - [NAIFA-NJ (1)](https://at.naifa.org/tag/naifa-nj) - [NAIFA-Texas State Conference (1)](https://at.naifa.org/tag/naifa-texas-state-conference) - [New Jersey (1)](https://at.naifa.org/tag/new-jersey) - [Property & Casualty Insurance (1)](https://at.naifa.org/tag/property-casualty-insurance) - [Succession Planning (1)](https://at.naifa.org/tag/succession-planning) - [Tax Savings (1)](https://at.naifa.org/tag/tax-savings) - [Washington (1)](https://at.naifa.org/tag/washington) - [White House (1)](https://at.naifa.org/tag/white-house) - [caregiving (1)](https://at.naifa.org/tag/caregiving) ###### [** Previous Post](https://at.naifa.org/the-care-economy-where-compassion-meets-capital) [![The Care Economy: Where Compassion Meets Capital](https://at.naifa.org/hubfs/webinar_111925_1000x620.jpg) ](https://at.naifa.org/the-care-economy-where-compassion-meets-capital) ###### [The Care Economy: Where Compassion Meets Capital](https://at.naifa.org/the-care-economy-where-compassion-meets-capital) ###### [Next Post **](https://at.naifa.org/ellie-mills-turning-lifes-trials-into-a-lifelong-mission-to-protect-others) [![Member Spotlight: Ellie Mills](https://at.naifa.org/hubfs/Ellie%20Mills%20Member%20Spotlight%20(1000%20x%20620)%20(3).png) ](https://at.naifa.org/ellie-mills-turning-lifes-trials-into-a-lifelong-mission-to-protect-others) ###### [Ellie Mills: Turning Life’s Trials into a Lifelong Mission to Protect Others](https://at.naifa.org/ellie-mills-turning-lifes-trials-into-a-lifelong-mission-to-protect-others) ### Featured ### SUBSCRIBE FOR UPDATES [![Protectors 26 AT Email Ad](https://at.naifa.org/hs-fs/hubfs/Protectors%2026%20AT%20Email%20Ad.jpg?width=300&name=Protectors%2026%20AT%20Email%20Ad.jpg "Protectors 26 AT Email Ad")](https://protectorsvegas.com/naifa-members-application-form/) [![SmartBrief_300x250 1](https://at.naifa.org/hs-fs/hubfs/SmartBrief_300x250%201.jpg?width=300&height=250&name=SmartBrief_300x250%201.jpg)](https://newsletter.smartbrief.com/rest/sign-up/1B9B5596-EBB7-4357-9B50-65DD16397CA5?campaign=in_brief_signup_link&utm_term=D96C1425-2F28-47CC-9E9B-FB9E456B88C9&lrh=51c7fd0f9173ffaf55efb9b109a62d5bbc209db51e753fd38ecfc35896895051&utm_campaign=0DBD8B9A-57E5-42B0-85B5-0D35ACB5185C&utm_content=D24E8B0F-40C1-4E7B-B274-1BFEFC183644&utm_source=brief)   [![Tax Talk Graphic - email tower (300 x 600 px)](https://at.naifa.org/hs-fs/hubfs/Tax%20Talk%20Graphic%20-%20email%20tower%20(300%20x%20600%20px).png?width=300&height=600&name=Tax%20Talk%20Graphic%20-%20email%20tower%20(300%20x%20600%20px).png)](https://advocacy.naifa.org/tax-talk)   ### Sign up for updates ##### Recent News [**](https://www.facebook.com/NAIFANational) [**](https://twitter.com/naifa) [**](https://www.instagram.com/onenaifa/) [**](https://www.linkedin.com/company/naifa) [**](https://www.youtube.com/user/naifavideo) [**](https://soundcloud.com/naifaproud) [![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=368&height=56&name=Advisor%20Today%20Logo%20-%20White@960.png "Advisor Today Logo - White@960")](http://naifa.org) Copyright © 2022 NAIFA ** ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "NAIFA", "url" : "https://at.naifa.org/author/naifa" }, "dateModified" : "2025-11-12T20:06:40.764Z", "datePublished" : "2025-11-12T20:06:40.000Z", "headline" : "Business Planning with Life and Disability Insurance", "image" : [ "https://at.naifa.org/hubfs/webinar_120325_1200x627.jpg" ], "mainEntityOfPage" : { "@id" : "https://at.naifa.org/business-planning-with-life-and-disability-insurance", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://at.naifa.org/hubfs/New%20NAIFA-3.png" }, "name" : "NAIFA" } } ```