NKY SHRM Luncheon
Date: January 28, 2025
Time: 11:30 am - 1:00 pm
Location
Receptions Banquet Center
Join the NKY SHRM January Luncheon: Financial Benefits for Employees
Company-provided life insurance protects employees and their families. It also ensures a business’s orderly succession from generation to generation and provides a flexible, low-maintenance tool to retain key employees with tax-free compensation.
In this workshop, you will learn about:
- Use of life insurance for non-qualified deferred compensation plans.
- Use of life insurance to provide tax-advantaged bonuses in “golden handcuff” arrangements.
- Use of life insurance in business succession planning.
- Use of life insurance to protect the value of key employees.
- Using permanent and portable life insurance as a supplement to group coverage.
About the Speaker
John Kirtley: John Kirtley is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. John is also a Registered Representative of New York Life and offers securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency, and a New York Life Company. New York Life offers various products that can help you meet various insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.
