JL Financial & Insurance Solutions

I'm excited to announce that I’ll be hosting the 2025 Advisor Symposium on Wednesday, November 5th.
This year’s event brings together an exceptional lineup of experts, including estate planning attorneys Jeff Chadwick and Patricia Annino, law professor Christopher Hoyt, and New York Life Corporate Vice President Allen Hensley.
Our program will explore key areas that matter most to your clients: foundational and strategic approaches to trust planning, advanced tax planning strategies, and actionable steps to preserve business continuity and secure family legacies.
It’s shaping up to be an insightful and impactful event – you won’t want to miss it!
Mark your calendar today and download the full agenda to learn more. https://bit.ly/4n3UYjA

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The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/4q6rMeG