IUL for Business Owners as an Edge in a Competitive Employee Marketplace

October 27 at 12 pm eastern

According to recent survey data, business owners are continuing to face challenges with successfully transitioning their small- and mid-size businesses, and also with attracting, retaining, and motivating the key employees necessary to make their businesses as strong as possible.

In this presentation, we will discuss this survey to provide scope to the obstacles our business-owner clients are facing, and highlight several strategies that can address these obstacles using the powerful leverage of life insurance, in particular the edge that IUL gives to compensation strategies that are uniquely appealing to highly-sought key employees.

About Jordan M. Skog, J.D. CLU® ChFC® CFP®

Jordan joined the Allianz Life Advanced Markets team in 2021 after more than six years in advanced sales at a Midwest regional multiline insurance company and some time in private legal practice. He helps to position Allianz life insurance products for flexible estate planning, business continuation, and charitable giving, with a particular emphasis in key employee bonus, split-dollar, and non-qualified deferred compensation planning for business owners.