Send us Fan MailDawn talks with Abbe Large. Abbe, CLTC, Senior Vice President at Lenox Advisors, is a dedicated professional whose drive is to put her clients' best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure strategic employee benefits as well as executive carve-out programs. Dawn and Abbe talk about succession planning.In this episode…Who is Abbe Large and whom does she serve? (1:06).Core pillars that I talk about with my business owners (2:37)What essential aspects of business insurance are often overlooked by entrepreneurs regarding personal protection in unforeseen circumstances like accidents or disabilities? (3:46)How often should we be checking these plans? How often do we need to make sure that with inflation stuff, there is enough funding for the buyout? (11:29).Should business owners proactively establish a buy-sell agreement or succession plan triggered by events like the six D's, or is it typically implemented reactively when such events occur? (14:06)How should business owners start creating a buy-sell agreement or succession plan, given the urgency and potential reluctance among stakeholders? (16:48)Abbe Large’s Information.Website: https://www.lenoxadvisors.com/Linkedin: https://www.linkedin.com/in/abbelarge/FB:https://www.facebook.com/LenoxAdvisorsSupport the showThanks for listening. If you liked what you heard and want more, please visit and subscribe:Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFPFollow us on Instagram https://www.instagram.com/dawnkkennedyxoFollow us in Tiktok: https://tiktok.com/dawnkkennedyFor weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com Dawn’s Website: https://dawnkkennedy.com/Links and Freebies: https://dawnkkennedy.com/resources Support the showSUPPORT THE SHOWOrder Dawn’s book, The Profit Accelerator for Small Business ...

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related