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NAIFA-FSP WEBINAR SERIES

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Business Planning with Life and Disability Insurance

Life and disability insurance can play an important role in business planning, whether it is protecting the business from the loss of a key employee, retaining and rewarding key employees with specialized compensation plans, or facilitating transfers of business ownership through funding buy-sell agreements. The program will cover how life insurance and disability insurance are used in key person plans, nonqualified compensation plans like bonus, split dollar, and deferred compensation, and how these insurance policies are used in entity purchase and cross purchase buy-sell plans. 

You will learn: 
  • The role of life and disability insurance in business planning. 
  • How life insurance and disability insurance are used in key person plans and non qualified compensation plans. 
  • How life and disability insurance are used in entity purchase and cross purchase buy-sell plans. 

REGISTER

This Webinar is Sponsored by 

principal

Continuing Education & additional information provided below.

Wednesday, December 3, 2025

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59.00 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKER

Dan Finn, JD, CLU, CFP

Director in Principal’s Business and Advanced Solutions Division

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Director in Principal’s Business and Advanced Solutions Division

Dan Finn, JD, CLU, CFP

Dan Finn, JD, CLU, CFP is a 1994 graduate of the University of Wisconsin law school.  He has over 25 years of experience helping clients and their advisors in the realms of business, estate, and retirement planning.  Since late 2023, Dan has been a Director in Principal’s Business and Advanced Solutions division, where he assists financial professionals and their clients with buy-sell agreements, nonqualified deferred compensation plans, and related business topics.  Before joining Principal, Dan had spent 25 years with Northwestern Mutual, where as a senior director in the advanced planning area, he consulted with advisors, delivered presentations, and wrote multiple articles (including for national publications “CPA Journal” and “Estate Planning” magazine).  He was also the director of NM’s trust services department for 3 years.  In addition to his law degree, Dan holds a CLU and CFP designation. 

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of life insurance and disability insurance.
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

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Phone: 877-866-2432
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