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NAIFA WEBINAR SERIES

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The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions


Where are the majority of large cases coming from in 2026? It's likely the business market. Today's estate tax exclusion limits are high enough they are only relevant to the ultra-affluent, making executive benefits and buy/sell planning a clear "pivot" for advisors seeking new planning-centric sales opportunities. Brush up on the current state of business planning in our upcoming session. 

Topics to be covered include: 
  • Executive Bonus/REBA
  • Split Dollar In Action
  • Buy-Sell Techniques

REGISTER

This Webinar is Sponsored by 

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Continuing Education & additional information provided below.

Tuesday, April 7, 2026

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

Andrew Rinn, JD, CFP, CLU, ChFC

Assistant Vice President of Advanced Strategies at Midland National Life

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Assistant Vice President of Advanced Strategies at Midland National Life

Andrew Rinn, JD, CFP, CLU, ChFC

Andrew Rinn, JD, CFP, CLU, ChFC is Assistant Vice President of Advanced Strategies at Midland National Life. Andrew leads a group of highly skilled and credentialed individuals. The team provides a single source of contact for advisors to successfully position their clients complex and challenging wealth management cases. The team’s proficiency includes the full spectrum of advanced planning resources coupled with thought leader expertise in advanced business, estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities. Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service Professionals and was recently elected to the Board of Trustees for NAIFA. Prior to joining Midland National, Andrew was the VP of Advanced Solutions & Design at Ameritas and previously held roles at MetLife, Principal Financial Group, and Mutual of Omaha where he specialized in business and estate planning. Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007. He obtained his Juris Doctorate (JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals, the President Elect of the National Board for the Society of Financial Service Professionals, and most recently voted in as a Trustee for NAIFA.

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 business planning.
-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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