National Association of Insurance and Financial Advisors

Business Disaster Prevention

NAIFA Webinar
October 2014

Are your clients prepared for potential business disasters? Are you equipped to assist your clients in navigating the complex world of business succession planning? During this NAIFA webinar John Wheeler will show you how to:
  • Prepare for the continuity of your clients’ business in the event of their death or disability.
  • Advise your business owner clients on the use of insurance to protect surviving family.
  • Discuss succession planning with your clients with a focus on opening the discussion and explaining planning options.
  • Use specific questions and language to manage the psychological aspects of the planning dialog.
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC®, LUTCF is the Executive Vice President of Water Tower Financial Partners, LLC. John is a registered principal and financial advisor with MML Investors Services, LLC. (MMLIS). With an extensive background in the financial services industry dating back to 1969, John is a Certified Financial Planner™ Practitioner, Chartered Life Underwriter, Chartered Financial Consultant, Charted Retirement Planning Counselor, and a Life Underwriter Training Council Fellow. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, and The Journal of Financial Planning.